Filed January 6, 2006
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 26 · EIN 71-0294708 | Advisory (Participants) | $46,851 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $15,497 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 49 · EIN 13-3180178 | Other Services | $5,000 |
Filed as: PREFERRED PRODUCT NETWORK INC Service code 55 | Other Commissions | $3,356 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $600 |
Filed as: PREFERRED PRODUCT NETWORK, INC. Service code 55 C/O PRINCOR FIN. SERVICES CORP · DES MOINES, IA 50392 | Other Commissions | $0 |
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 | $12,075 | $47,648-74.7% | $130,648-90.8% | $67,579-82.1% |
| Participation rate | 89.1% | 60.4%+28.7pp | 71.7%+17.3pp | 71.3%+17.8pp |
| Annual return | 21.94% | 25.73%-3.8pp | 1708.96%-1687.0pp | 378.56%-356.6pp |
| Employer contribution / active EE | $461 | $1,408-67.2% | $4,092-88.7% | $2,148-78.5% |
| Participant deferral / active EE | $1,578 | $2,616-39.7% | $3,603-56.2% | $3,539-55.4% |
| Admin fee / account holder | $73 | $105-30.4% | $5,464-98.7% | $142-48.6% |