Filed January 13, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $261,576 |
AXIA ADVISORY CORPORATION2 years Service code 27 · EIN 35-1859469 | Advisory (Plan) | $62,200 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,223 |
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $325 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $0 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,174 | $45,000-19.6% | $143,757-74.8% | $77,904-53.6% |
| Participation rate | 93.8% | 66.8%+27.0pp | 80.3%+13.5pp | 73.7%+20.1pp |
| Annual return | -17.43% | 29.03%-46.5pp | -0.04%-17.4pp | 12.21%-29.6pp |
| Employer contribution / active EE | $2,945 | $1,870+57.5% | $4,951-40.5% | $2,848+3.4% |
| Participant deferral / active EE | $4,844 | $3,157+53.5% | $5,637-14.1% | $4,806+0.8% |
| Admin fee / account holder | $71 | $98-27.4% | $14,673-99.5% | $133-46.1% |