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 WALLACK3+ years Service code 27 · EIN 04-2319659 | Advisory (Plan) | $55,190 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,066 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,040 |
ADP BROKER-DEALER3+ 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 AMERICA3+ 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 | $85,772 | $44,989+90.7% | $170,442-49.7% | $77,958+10.0% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 19.86% | 19.61%+0.2pp | 205.93%-186.1pp | 20.87%-1.0pp |
| Employer contribution / active EE | $1,226 | $1,466-16.4% | $5,433-77.4% | $2,310-47.0% |
| Participant deferral / active EE | $7,083 | $2,208+220.9% | $4,939+43.4% | $3,537+100.3% |
| Admin fee / account holder | $19 | $69-73.0% | $13,880-99.9% | $97-80.9% |