Filed December 20, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
CARON & BLETZER, PLLC2+ years Service code 10 · EIN 04-3499945 | Accounting | $41,863 |
Service code 27 · EIN 20-4668732 | Advisory (Plan) | $32,500 |
EDUKATE, INC1 year Service code 49 · EIN 46-3834941 | Other Services | $25,000 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $97 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 37 | Loan Processing | $0 |
UNUM LIFE INS. CO. OF AMERICA2+ years Service code 15 · EIN 01-0278678 | Recordkeeping | $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 | $57,033 | $37,213+53.3% | $156,549-63.6% | $63,975-10.9% |
| Participation rate | 63.3% | 65.0%-1.7pp | 84.0%-20.7pp | 71.1%-7.8pp |
| Annual return | 9.67% | 47.89%-38.2pp | 32.23%-22.6pp | 48.65%-39.0pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $5,537 | $2,070+167.4% | $4,871+13.7% | $3,356+65.0% |
| Admin fee / account holder | $21 | $56-62.5% | $13,027-99.8% | $70-70.0% |