Filed May 27, 1998 (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 |
|---|---|---|
PASI, LLC4 years Service code 15 · EIN 26-1407927 | Recordkeeping | $850 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,442 | $65,041-39.4% | $90,951-56.6% | $79,858-50.6% |
| Participation rate | 14.5% | 61.6%-47.1pp | 69.0%-54.5pp | 69.6%-55.2pp |
| Annual return | 12.31% | 30.45%-18.1pp | 134.60%-122.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $845 | $2,512-66.4% | $3,373-75.0% | $3,740-77.4% |
| Admin fee / account holder | $22 | $4,536-99.5% | $5,959-99.6% | $5,306-99.6% |