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 | Direct payment from the plan; Partici... | $130,163 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,625 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION7+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,646 | $67,512+41.7% | $185,823-48.5% | $93,030+2.8% |
| Participation rate | 70.9% | 67.1%+3.7pp | 81.7%-10.8pp | 73.9%-3.0pp |
| Annual return | 13.97% | 21.04%-7.1pp | 122.05%-108.1pp | 158.70%-144.7pp |
| Employer contribution / active EE | $1,478 | $1,783-17.1% | $5,167-71.4% | $2,706-45.4% |
| Participant deferral / active EE | $4,847 | $3,035+59.7% | $5,568-12.9% | $4,562+6.2% |
| Admin fee / account holder | $81 | $318-74.5% | $16,237-99.5% | $152-46.6% |