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 | Shareholder servicing fees; Participa... | $105,691 |
Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $64,678 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN Service code 13 · EIN 34-1140070 | Contract Administrator | $125 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,667 | $37,196+9.3% | $154,107-73.6% | $55,725-27.0% |
| Participation rate | 95.8% | 64.1%+31.7pp | 83.0%+12.8pp | 70.9%+25.0pp |
| Annual return | -5.60% | 1319.68%-1325.3pp | 735.12%-740.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $1,364 | $1,614-15.5% | $5,298-74.2% | $2,078-34.3% |
| Participant deferral / active EE | $2,665 | $2,068+28.8% | $5,081-47.6% | $3,356-20.6% |
| Admin fee / account holder | $325 | $102+219.6% | $13,411-97.6% | $115+181.9% |