Filed August 11, 2012
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 5-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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $27,308 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL GROUP Service code 27 · EIN 35-1140070 | Advisory (Plan) | $4,818 |
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 | $117,714 | $45,382+159.4% | $154,107-23.6% | $75,289+56.3% |
| Participation rate | 84.3% | 65.9%+18.4pp | 83.0%+1.3pp | 72.4%+11.9pp |
| Annual return | -4.07% | -0.47%-3.6pp | 735.12%-739.2pp | -0.04%-4.0pp |
| Employer contribution / active EE | $1,438 | $1,533-6.2% | $5,298-72.9% | $2,405-40.2% |
| Participant deferral / active EE | $6,546 | $2,384+174.6% | $5,081+28.9% | $3,739+75.1% |
| Admin fee / account holder | $8 | $89-91.5% | $13,411-99.9% | $102-92.6% |