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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $410,951 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,750 |
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 | $37,220 | $44,989-17.3% | $170,442-78.2% | $77,958-52.3% |
| Participation rate | 95.5% | 64.6%+30.9pp | 83.6%+12.0pp | 71.6%+23.9pp |
| Annual return | 25.95% | 19.61%+6.3pp | 205.93%-180.0pp | 20.87%+5.1pp |
| Employer contribution / active EE | $1,235 | $1,466-15.8% | $5,433-77.3% | $2,310-46.6% |
| Participant deferral / active EE | $3,004 | $2,208+36.1% | $4,939-39.2% | $3,537-15.0% |
| Admin fee / account holder | $135 | $69+95.5% | $13,880-99.0% | $97+38.4% |