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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING Service code 10 · EIN 61-0736136 | Accounting | $13,830 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,893 |
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 | $27,078 | $44,007-38.5% | $154,107-82.4% | $68,904-60.7% |
| Participation rate | 85.4% | 70.0%+15.4pp | 83.0%+2.4pp | 74.1%+11.3pp |
| Annual return | -3.81% | 8.15%-12.0pp | 735.12%-738.9pp | 1.07%-4.9pp |
| Employer contribution / active EE | $1,755 | $1,732+1.3% | $5,298-66.9% | $2,540-30.9% |
| Participant deferral / active EE | $3,173 | $2,813+12.8% | $5,081-37.6% | $4,015-21.0% |
| Admin fee / account holder | $2 | $65-97.1% | $13,411-100.0% | $71-97.4% |