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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $20,625 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $14,397 |
Filed as: METLIFE INSURANCE COMPANY Service code 37 · EIN 39-1412320 | Loan Processing | $1,503 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $925 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $270 |
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 | $28,931 | $46,173-37.3% | $170,442-83.0% | $69,631-58.5% |
| Participation rate | 96.6% | 63.9%+32.7pp | 83.6%+13.0pp | 70.7%+25.9pp |
| Annual return | 13.44% | 21.62%-8.2pp | 205.93%-192.5pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $55 | $116-52.2% | $13,880-99.6% | $110-49.8% |