Filed December 5, 2006 (most recent of 4 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,876,334 |
FINANCIAL ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $931,632 |
Filed as: LINCOLN FINANCIAL Service code 13 · EIN 35-1140070 | Contract Administrator | $18,825 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,843 | $58,202-2.3% | $172,739-67.1% | $89,569-36.5% |
| Participation rate | 69.5% | 72.8%-3.3pp | 82.6%-13.1pp | 69.6%-0.1pp |
| Annual return | 21.64% | 61.59%-39.9pp | 802.84%-781.2pp | 34.56%-12.9pp |
| Employer contribution / active EE | $971 | $1,759-44.8% | $5,143-81.1% | $2,584-62.4% |
| Participant deferral / active EE | $3,455 | $3,335+3.6% | $5,198-33.5% | $4,220-18.1% |
| Admin fee / account holder | $77 | $53+45.7% | $13,954-99.5% | $72+6.9% |