Filed December 21, 2016 (most recent of 5 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $121,500 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,519 |
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 | $36,464 | $37,039-1.6% | $147,614-75.3% | $59,188-38.4% |
| Participation rate | 87.5% | 63.8%+23.7pp | 84.6%+2.9pp | 69.4%+18.1pp |
| Annual return | 1.04% | 7.19%-6.1pp | 61.98%-60.9pp | 5.51%-4.5pp |
| Employer contribution / active EE | $1,198 | $1,353-11.5% | $5,564-78.5% | $2,098-42.9% |
| Participant deferral / active EE | $2,852 | $2,094+36.2% | $4,895-41.7% | $3,265-12.6% |
| Admin fee / account holder | $51 | $60-14.6% | $11,611-99.6% | $92-44.2% |