Filed September 14, 1992
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 |
|---|---|---|
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $64,320 |
KENNEDY MEMORIAL HOSPITAL1+ years Service code 10 · EIN 22-1773439 | Accounting | $17,818 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $13,145 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE ADVISORS LLC Service code 27 · EIN 27-0362926 | Advisory (Plan) | $9,358 |
FID INV INST OPS CO1+ years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,091 | $63,964-18.6% | $147,614-64.7% | $67,505-22.8% |
| Participation rate | 38.4% | 68.6%-30.2pp | 84.6%-46.2pp | 71.2%-32.8pp |
| Annual return | 1.92% | 9.05%-7.1pp | 61.98%-60.1pp | 6.52%-4.6pp |
| Employer contribution / active EE | $553 | $1,618-65.8% | $5,564-90.1% | $2,173-74.6% |
| Participant deferral / active EE | $1,669 | $2,589-35.5% | $4,895-65.9% | $3,597-53.6% |
| Admin fee / account holder | $32 | $43-26.2% | $11,611-99.7% | $56-43.8% |