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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Participant commun... | $393,822 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,317 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
NATIONAL FINANCIAL SERVICES1+ 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 | $61,097 | $37,039+65.0% | $147,614-58.6% | $59,188+3.2% |
| Participation rate | 96.0% | 63.8%+32.2pp | 84.6%+11.3pp | 69.4%+26.5pp |
| Annual return | 0.84% | 7.19%-6.3pp | 61.98%-61.1pp | 5.51%-4.7pp |
| Employer contribution / active EE | $1,598 | $1,353+18.1% | $5,564-71.3% | $2,098-23.8% |
| Participant deferral / active EE | $4,875 | $2,094+132.9% | $4,895-0.4% | $3,265+49.3% |
| Admin fee / account holder | $115 | $60+91.3% | $11,611-99.0% | $92+24.9% |