Filed November 2, 2004
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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $96,579 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Filed as: LINCOLN Service code 13 · EIN 34-1140070 | Contract Administrator | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $27,373 | $36,916-25.9% | $156,549-82.5% | $57,658-52.5% |
| Participation rate | 92.1% | 63.4%+28.7pp | 84.0%+8.1pp | 70.2%+21.9pp |
| Annual return | 6.81% | 12.38%-5.6pp | 32.23%-25.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $1,209 | $1,571-23.0% | $5,501-78.0% | $1,974-38.8% |
| Participant deferral / active EE | $2,368 | $1,926+23.0% | $4,871-51.4% | $3,061-22.6% |
| Admin fee / account holder | $142 | $82+72.5% | $13,027-98.9% | $95+50.5% |