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 | Account maintenance fees; Distributio... | $357,955 |
SB & COMPANY, LLC4 years Filed as: SB & CO LLC Service code 10 · EIN 20-2153727 | Accounting | $26,500 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $14,050 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $76,532 | $45,000+70.1% | $143,757-46.8% | $77,904-1.8% |
| Participation rate | 78.9% | 66.8%+12.0pp | 80.3%-1.5pp | 73.7%+5.2pp |
| Annual return | -12.89% | 29.03%-41.9pp | -0.04%-12.8pp | 12.21%-25.1pp |
| Employer contribution / active EE | $1,941 | $1,870+3.8% | $4,951-60.8% | $2,848-31.8% |
| Participant deferral / active EE | $6,142 | $3,157+94.6% | $5,637+9.0% | $4,806+27.8% |
| Admin fee / account holder | $91 | $98-7.8% | $14,673-99.4% | $133-31.5% |