Filed November 29, 2005
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... | $311,364 |
NATIONWIDE1+ years Service code 13 · EIN 31-4156830 | Contract Administrator | $7,160 |
MERCER1+ years Service code 16 · EIN 61-0736136 | Consulting | $6,188 |
KANAWHA CAPITAL MANAGEMENT, LLC1+ years Service code 33 · EIN 54-2057740 | Securities brokerage; Securities brok... | $1,545 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $529 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 13 · EIN 31-4156830 | Contract Administrator | $221 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,612 | $46,516-75.0% | $147,614-92.1% | $69,651-83.3% |
| Participation rate | 66.6% | 65.8%+0.7pp | 84.6%-18.1pp | 66.6%0pp |
| Annual return | 6.53% | 9.48%-2.9pp | 61.98%-55.4pp | 53.77%-47.2pp |
| Employer contribution / active EE | $80 | $1,393-94.2% | $5,564-98.6% | $2,241-96.4% |
| Participant deferral / active EE | $2,187 | $2,719-19.6% | $4,895-55.3% | $3,635-39.8% |
| Admin fee / account holder | $31 | $45-29.8% | $11,611-99.7% | $63-50.3% |