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, LLC6 years Service code 15 · EIN 26-1407927 | Recordkeeping | $340 |
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,420 | $59,805-42.4% | $79,550-56.7% | $68,494-49.7% |
| Participation rate | 32.5% | 61.1%-28.6pp | 69.5%-37.0pp | 67.9%-35.4pp |
| Annual return | -18.00% | -12.30%-5.7pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,192 | $1,505-20.8% | $2,413-50.6% | $2,596-54.1% |
| Participant deferral / active EE | $3,468 | $3,024+14.7% | $3,985-13.0% | $4,027-13.9% |
| Admin fee / account holder | $7 | $4,835-99.9% | $6,832-99.9% | $5,403-99.9% |