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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 | Recordkeeping | $69,704 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 22 | Insurance Broker | $33,073 |
Filed as: PLAN DESIGN CONSULTANTS Service code 49 · EIN 94-2936206 | Other Services | $21,269 |
PLAN DESIGN CONSULTANTS, INC.4+ years Service code 49 · EIN 94-2936206 | Other Services | $15,944 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $14,180 |
Filed as: VOYA RETIREMENT INSURANCE Service code 27 · EIN 71-0294708 | Advisory (Plan) | $14,180 |
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 | $45,699 | $80,005-42.9% | $140,016-67.4% | $55,725-18.0% |
| Participation rate | 71.7% | 87.0%-15.3pp | 87.5%-15.8pp | 70.9%+0.9pp |
| Annual return | 22.08% | 0.46%+21.6pp | 651.12%-629.0pp | 244.93%-222.9pp |
| Employer contribution / active EE | $2,554 | $3,403-24.9% | $5,606-54.4% | $2,078+22.9% |
| Participant deferral / active EE | $5,440 | $5,264+3.4% | $6,927-21.5% | $3,356+62.1% |
| Admin fee / account holder | $145 | $116+25.4% | $10,705-98.6% | $115+26.0% |