Filed October 18, 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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant communication; Claims pro... | $340,799 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $28,555 |
SB & COMPANY, LLC6 years Filed as: SB & CO LLC Service code 10 · EIN 20-2153727 | Accounting | $11,730 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,081 | $53,136+45.1% | $155,509-50.4% | $199,593-61.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 12.00% | 41.15%-29.1pp | 64.67%-52.7pp | 34.25%-22.2pp |
| Employer contribution / active EE | $4,234 | $1,851+128.8% | $4,672-9.4% | $3,034+39.6% |
| Participant deferral / active EE | $6,699 | $3,161+111.9% | $5,626+19.1% | $5,087+31.7% |
| Admin fee / account holder | $57 | $185-69.0% | $15,912-99.6% | $269-78.6% |