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 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $58,614 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Investment... | $57,868 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 34-1140070 | Contract Administrator | $100 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $52,151 | $52,293-0.3% | $178,490-70.8% | $73,409-29.0% |
| Participation rate | 96.8% | 65.3%+31.5pp | 81.9%+14.9pp | 72.2%+24.7pp |
| Annual return | 13.36% | 34.75%-21.4pp | 151.07%-137.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,488 | $1,735-14.2% | $5,011-70.3% | $2,234-33.4% |
| Participant deferral / active EE | $3,054 | $2,332+30.9% | $5,202-41.3% | $3,805-19.7% |
| Admin fee / account holder | $207 | $127+62.6% | $13,984-98.5% | $158+31.2% |