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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $14,457 |
Service code 15 · EIN 22-2725182 | Recordkeeping | $8,384 |
BONADIO & CO., LLP2+ years Filed as: BONADIO & CO LLP Service code 27 171 SULLYS TRAIL · PITTSFORD, NY 14534 | Advisory (Plan) | $7,250 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,194 | $55,453-56.4% | $170,442-85.8% | $62,292-61.2% |
| Participation rate | 96.6% | 66.4%+30.2pp | 83.6%+13.0pp | 69.5%+27.1pp |
| Annual return | 17.23% | 21.38%-4.1pp | 205.93%-188.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,313 | $2,164-39.3% | $5,433-75.8% | $2,042-35.7% |
| Participant deferral / active EE | $3,865 | $2,303+67.8% | $4,939-21.8% | $3,169+22.0% |
| Admin fee / account holder | $134 | $455-70.5% | $13,880-99.0% | $479-72.0% |