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 | Direct payment from the plan; Partici... | $449,716 |
MERCER2+ years Service code 16 · EIN 61-0736136 | Consulting | $29,548 |
NATIONWIDE2+ years Service code 13 · EIN 31-4156830 | Contract Administrator | $9,001 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $850 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 13 · EIN 31-4156830 | Contract Administrator | $199 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,635 | $43,110-68.4% | $156,549-91.3% | $65,292-79.1% |
| Participation rate | 74.1% | 69.3%+4.8pp | 84.0%-9.9pp | 72.4%+1.7pp |
| Annual return | 10.84% | 11.24%-0.4pp | 32.23%-21.4pp | 11.84%-1.0pp |
| Employer contribution / active EE | $85 | $1,702-95.0% | $5,501-98.4% | $2,302-96.3% |
| Participant deferral / active EE | $2,590 | $2,520+2.8% | $4,871-46.8% | $3,579-27.6% |
| Admin fee / account holder | $44 | $47-6.1% | $13,027-99.7% | $57-22.7% |