Filed April 28, 2006 (most recent of 2 filings on file)
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 7-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 |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $6,258 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $300 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $150 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $15 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $39,595 | $37,117+6.7% | $147,614-73.2% | $55,191-28.3% |
| Participation rate | 99.7% | 63.6%+36.1pp | 84.6%+15.1pp | 69.2%+30.6pp |
| Annual return | 298.75% | 3.44%+295.3pp | 61.98%+236.8pp | 10.78%+288.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $15 | $86-82.9% | $11,611-99.9% | $91-83.9% |