Filed July 25, 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 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 | Sales loads (front end and deferred);... | $117,676 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,875 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,738 | $56,095+51.1% | $178,490-52.5% | $90,288-6.1% |
| Participation rate | 73.2% | 65.6%+7.6pp | 81.9%-8.7pp | 73.4%-0.2pp |
| Annual return | 12.41% | 28.81%-16.4pp | 151.07%-138.7pp | 53.97%-41.6pp |
| Employer contribution / active EE | $1,439 | $1,572-8.5% | $5,011-71.3% | $2,524-43.0% |
| Participant deferral / active EE | $4,558 | $2,669+70.8% | $5,202-12.4% | $4,232+7.7% |
| Admin fee / account holder | $75 | $101-25.7% | $13,984-99.5% | $114-34.4% |