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 | $1,740,757 |
FINANCIAL ENGINES6+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,001,796 |
GEORGE JOHNSON & COMPANY1 year Service code 10 · EIN 38-2029668 | Accounting | $27,950 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL Service code 13 · EIN 35-1140070 | Contract Administrator | $24,644 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $62,841 | $66,513-5.5% | $178,490-64.8% | $106,222-40.8% |
| Participation rate | 73.1% | 73.8%-0.7pp | 81.9%-8.9pp | 70.8%+2.3pp |
| Annual return | 14.35% | 21.81%-7.5pp | 151.07%-136.7pp | 21.69%-7.3pp |
| Employer contribution / active EE | $1,184 | $1,776-33.3% | $5,011-76.4% | $2,723-56.5% |
| Participant deferral / active EE | $3,923 | $3,679+6.6% | $5,202-24.6% | $4,600-14.7% |
| Admin fee / account holder | $75 | $53+39.4% | $13,984-99.5% | $78-4.9% |