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; Float revenue; Rec... | $327,539 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $15,750 |
SB & COMPANY, LLC2 years Filed as: SB & CO LLC Service code 10 · EIN 20-2153727 | Accounting | $6,500 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $80,592 | $56,095+43.7% | $178,490-54.8% | $90,288-10.7% |
| Participation rate | 86.7% | 65.6%+21.2pp | 81.9%+4.8pp | 73.4%+13.4pp |
| Annual return | 13.71% | 28.81%-15.1pp | 151.07%-137.4pp | 53.97%-40.3pp |
| Employer contribution / active EE | $1,142 | $1,572-27.4% | $5,011-77.2% | $2,524-54.8% |
| Participant deferral / active EE | $5,809 | $2,669+117.7% | $5,202+11.7% | $4,232+37.3% |
| Admin fee / account holder | $79 | $101-21.3% | $13,984-99.4% | $114-30.6% |