Filed July 18, 2013
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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0472300 | Contract Administrator | $33,756 |
HMM, CPA'S, LLP2 years Service code 10 · EIN 46-5416249 | Accounting | $16,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,868 | $50,815-35.3% | $155,509-78.9% | $77,643-57.7% |
| Participation rate | 75.7% | 63.1%+12.6pp | 78.2%-2.5pp | 70.6%+5.1pp |
| Annual return | 10.67% | 34.80%-24.1pp | 64.67%-54.0pp | 31.24%-20.6pp |
| Employer contribution / active EE | $1,215 | $1,993-39.0% | $4,672-74.0% | $2,726-55.4% |
| Participant deferral / active EE | $3,080 | $2,822+9.1% | $5,626-45.3% | $4,647-33.7% |
| Admin fee / account holder | $134 | $437-69.2% | $15,912-99.2% | $430-68.8% |