Filed September 8, 2009
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 |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,864 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 27 · EIN 35-1151034 | Advisory (Plan) | $5,995 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,125 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,713 | $55,472-73.5% | $155,567-90.5% | $74,546-80.3% |
| Participation rate | 81.7% | 61.9%+19.7pp | 78.2%+3.5pp | 67.2%+14.4pp |
| Annual return | 16.82% | 268.72%-251.9pp | 64.74%-47.9pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $1,094 | $2,269-51.8% | $4,674-76.6% | $2,624-58.3% |
| Participant deferral / active EE | $1,811 | $2,838-36.2% | $5,628-67.8% | $4,347-58.4% |
| Admin fee / account holder | $151 | $1,743-91.4% | $15,916-99.1% | $1,944-92.3% |