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 CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $268,516 |
AXIA ADVISORY CORPORATION3 years Service code 27 · EIN 35-1859469 | Advisory (Plan) | $68,824 |
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $204 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $31 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $0 |
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 | $43,046 | $50,127-14.1% | $149,673-71.2% | $80,160-46.3% |
| Participation rate | 96.8% | 64.3%+32.5pp | 78.8%+18.0pp | 72.9%+23.8pp |
| Annual return | 18.14% | 29.82%-11.7pp | 134.42%-116.3pp | 40.38%-22.2pp |
| Employer contribution / active EE | $2,556 | $1,865+37.1% | $4,818-47.0% | $2,978-14.2% |
| Participant deferral / active EE | $5,787 | $3,194+81.2% | $5,680+1.9% | $5,017+15.3% |
| Admin fee / account holder | $72 | $153-53.1% | $13,210-99.5% | $145-50.6% |