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; Recordkeeping fees... | $312,028 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $21,000 |
SB & COMPANY, LLC1 year Filed as: SB & CO LLC Service code 10 · EIN 20-2153727 | Accounting | $13,000 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $70,010 | $47,456+47.5% | $172,739-59.5% | $77,787-10.0% |
| Participation rate | 90.3% | 66.3%+24.1pp | 82.6%+7.7pp | 73.2%+17.1pp |
| Annual return | 19.01% | 35.57%-16.6pp | 802.84%-783.8pp | 32.57%-13.6pp |
| Employer contribution / active EE | $1,691 | $1,574+7.4% | $5,143-67.1% | $2,504-32.5% |
| Participant deferral / active EE | $5,468 | $2,560+113.6% | $5,198+5.2% | $3,967+37.8% |
| Admin fee / account holder | $77 | $81-5.3% | $13,954-99.5% | $100-23.5% |