Filed September 19, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $766,430 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $27,670 |
FLEXIBLE PLAN INVESTMENTS LTD1+ years Service code 26 · EIN 38-2340348 | Advisory (Participants) | $1,761 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO Service code 59 · EIN 94-1737782 | Shareholder Servicing | $326 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 37 · EIN 71-0294708 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,294 | $46,516+38.2% | $147,614-56.4% | $69,651-7.7% |
| Participation rate | 50.6% | 65.8%-15.2pp | 84.6%-34.0pp | 66.6%-16.0pp |
| Annual return | -0.16% | 9.48%-9.6pp | 61.98%-62.1pp | 53.77%-53.9pp |
| Employer contribution / active EE | $815 | $1,393-41.5% | $5,564-85.4% | $2,241-63.6% |
| Participant deferral / active EE | $2,383 | $2,719-12.4% | $4,895-51.3% | $3,635-34.5% |
| Admin fee / account holder | $172 | $45+284.3% | $11,611-98.5% | $63+172.2% |