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 CO3+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $191,312 |
Filed as: ASPIRE ADVISORS CO KENNEDY Service code 14 · EIN 27-0362926 | Plan Administrator | $70,606 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,822 |
FID INV INST OPS CO3+ 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.
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 | $57,717 | $48,835+18.2% | $170,442-66.1% | $177,276-67.4% |
| Participation rate | 52.6% | 72.1%-19.5pp | 83.6%-31.0pp | 74.8%-22.3pp |
| Annual return | 17.97% | 19.44%-1.5pp | 205.93%-188.0pp | 21.25%-3.3pp |
| Employer contribution / active EE | $835 | $1,798-53.6% | $5,433-84.6% | $2,479-66.3% |
| Participant deferral / active EE | $2,304 | $2,757-16.4% | $4,939-53.3% | $3,881-40.6% |
| Admin fee / account holder | $71 | $52+36.8% | $13,880-99.5% | $154-53.9% |