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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 | Recordkeeping | $154,801 |
PLAN DESIGN CONSULTANTS, INC.3+ years Service code 49 · EIN 94-2936206 | Other Services | $34,794 |
LINCOLN NATIONAL CORPORATION3+ 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.
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 | $47,134 | $81,537-42.2% | $149,718-68.5% | $69,631-32.3% |
| Participation rate | 66.8% | 86.1%-19.3pp | 87.1%-20.3pp | 70.7%-3.9pp |
| Annual return | 40.82% | 22.79%+18.0pp | 1501.63%-1460.8pp | 27571.02%-27530.2pp |
| Employer contribution / active EE | $1,858 | $3,239-42.7% | $5,445-65.9% | $2,032-8.6% |
| Participant deferral / active EE | $3,889 | $4,994-22.1% | $6,569-40.8% | $3,224+20.7% |
| Admin fee / account holder | $263 | $107+145.8% | $11,283-97.7% | $110+137.9% |