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 | Claims processing; Recordkeeping fees... | $79,803 |
Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $63,372 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN Service code 13 · EIN 34-1140070 | Contract Administrator | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $42,094 | $46,173-8.8% | $170,442-75.3% | $69,631-39.5% |
| Participation rate | 96.4% | 63.9%+32.5pp | 83.6%+12.8pp | 70.7%+25.7pp |
| Annual return | 18.06% | 21.62%-3.6pp | 205.93%-187.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,173 | $1,610-27.2% | $5,433-78.4% | $2,032-42.3% |
| Participant deferral / active EE | $2,502 | $2,080+20.3% | $4,939-49.4% | $3,224-22.4% |
| Admin fee / account holder | $275 | $116+137.2% | $13,880-98.0% | $110+149.1% |