Filed December 8, 2016 (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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,629 |
BONADIO & CO., LLP1+ years Filed as: BONADIO & CO LLP Service code 27 171 SULLYS TRAIL · PITTSFORD, NY 14534 | Advisory (Plan) | $7,000 |
Service code 15 · EIN 22-2725182 | Recordkeeping | $1,635 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,736 | $46,732-55.6% | $156,549-86.8% | $55,167-62.4% |
| Participation rate | 94.4% | 65.8%+28.6pp | 84.0%+10.4pp | 69.0%+25.4pp |
| Annual return | 1.24% | 17.72%-16.5pp | 32.23%-31.0pp | 169.23%-168.0pp |
| Employer contribution / active EE | $1,627 | $2,105-22.7% | $5,501-70.4% | $1,963-17.1% |
| Participant deferral / active EE | $3,356 | $2,204+52.3% | $4,871-31.1% | $3,054+9.9% |
| Admin fee / account holder | $131 | $418-68.8% | $13,027-99.0% | $504-74.1% |