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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,626 |
SAPERS AND WALLACK4+ years Service code 27 · EIN 04-2319659 | Advisory (Plan) | $46,949 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,862 |
ADP BROKER-DEALER4+ 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 AMERICA4+ years Filed as: UNUM LIFE INSURANCE CO. OF AMERICA Service code 15 | Recordkeeping | $0 |
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 | $76,251 | $45,382+68.0% | $154,107-50.5% | $75,289+1.3% |
| Participation rate | 99.6% | 65.9%+33.7pp | 83.0%+16.6pp | 72.4%+27.2pp |
| Annual return | -4.60% | -0.47%-4.1pp | 735.12%-739.7pp | -0.04%-4.6pp |
| Employer contribution / active EE | $1,834 | $1,533+19.6% | $5,298-65.4% | $2,405-23.8% |
| Participant deferral / active EE | $7,423 | $2,384+211.4% | $5,081+46.1% | $3,739+98.6% |
| Admin fee / account holder | $28 | $89-68.5% | $13,411-99.8% | $102-72.5% |