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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $263,540 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $173,250 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $24,480 |
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 | $38,075 | $37,213+2.3% | $156,549-75.7% | $63,975-40.5% |
| Participation rate | 85.5% | 65.0%+20.5pp | 84.0%+1.5pp | 71.1%+14.4pp |
| Annual return | 7.34% | 47.89%-40.5pp | 32.23%-24.9pp | 48.65%-41.3pp |
| Employer contribution / active EE | $1,290 | $1,357-4.9% | $5,501-76.5% | $2,182-40.9% |
| Participant deferral / active EE | $2,861 | $2,070+38.2% | $4,871-41.3% | $3,356-14.7% |
| Admin fee / account holder | $177 | $56+214.4% | $13,027-98.6% | $70+151.4% |