Filed August 1, 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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 | Recordkeeping | $119,012 |
PLAN DESIGN CONSULTANTS, INC.2+ years Service code 49 · EIN 94-2936206 | Other Services | $26,414 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 22 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,738 | $71,802-26.6% | $133,980-60.6% | $57,658-8.5% |
| Participation rate | 65.5% | 85.5%-20.0pp | 87.1%-21.6pp | 70.2%-4.7pp |
| Annual return | 44.00% | 13.51%+30.5pp | 29.30%+14.7pp | 5.13%+38.9pp |
| Employer contribution / active EE | $2,337 | $3,161-26.1% | $5,211-55.2% | $1,974+18.4% |
| Participant deferral / active EE | $4,930 | $4,606+7.0% | $6,282-21.5% | $3,061+61.1% |
| Admin fee / account holder | $333 | $88+279.3% | $9,324-96.4% | $95+251.8% |