Filed April 14, 2006
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 9-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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,595 |
ALPHAPOINT, INC.1 year Filed as: ALPHAPOINT,INC. Service code 13 · EIN 14-1884337 2101 E. COAST HWY · CORONA DEL MAR, CA 92625 | Contract Administrator | $12,758 |
Filed as: FIDELITY Service code 13 · EIN 04-2647786 | Contract Administrator | $5,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $130,506 | $87,173+49.7% | $59,878+118.0% | $75,289+73.3% |
| Participation rate | 59.2% | 74.5%-15.3pp | 74.7%-15.5pp | 72.4%-13.2pp |
| Annual return | 10.78% | -2.14%+12.9pp | 3.46%+7.3pp | -0.04%+10.8pp |
| Employer contribution / active EE | $2,947 | $3,473-15.2% | $2,722+8.3% | $2,405+22.5% |
| Participant deferral / active EE | $3,121 | $3,379-7.6% | $3,402-8.2% | $3,739-16.5% |
| Admin fee / account holder | $36 | $75-52.1% | $3,590-99.0% | $102-65.0% |