Filed June 28, 2011 (most recent of 5 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 |
|---|---|---|
SAPERS AND WALLACK2+ years Service code 27 · EIN 04-2319659 | Advisory (Plan) | $53,443 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,445 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,211 |
ADP BROKER-DEALER2+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $0 |
Filed as: FIDELITY INVSTS INSTL OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Filed as: FIDELITY INVTSTS INSTL OPER CO, INC Service code 60 | Sub-TA Fees | $0 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
UNUM LIFE INS. CO. OF AMERICA2+ years Filed as: UNUM LIFE INSURANCE CO. OF AMERICA Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,704 | $37,213+103.4% | $156,549-51.6% | $63,975+18.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 6.70% | 47.89%-41.2pp | 32.23%-25.5pp | 48.65%-41.9pp |
| Employer contribution / active EE | $1,167 | $1,357-14.0% | $5,501-78.8% | $2,182-46.5% |
| Participant deferral / active EE | $7,020 | $2,070+239.1% | $4,871+44.1% | $3,356+109.1% |
| Admin fee / account holder | $14 | $56-74.4% | $13,027-99.9% | $70-79.5% |