Filed August 5, 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 |
|---|---|---|
KPLANS, INC.2+ years Service code 26 · EIN 95-4514127 | Advisory (Participants) | $32,000 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $30,468 |
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 | $56,690 | $36,916+53.6% | $156,549-63.8% | $57,658-1.7% |
| Participation rate | 46.7% | 63.4%-16.8pp | 84.0%-37.3pp | 70.2%-23.6pp |
| Annual return | 6.80% | 12.38%-5.6pp | 32.23%-25.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $1,053 | $1,571-33.0% | $5,501-80.9% | $1,974-46.7% |
| Participant deferral / active EE | $2,196 | $1,926+14.1% | $4,871-54.9% | $3,061-28.2% |
| Admin fee / account holder | $56 | $82-31.8% | $13,027-99.6% | $95-40.5% |