Filed May 28, 2008 (most recent of 2 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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,695 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,643 |
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 | $98,130 | $72,177+36.0% | $115,037-14.7% | $59,632+64.6% |
| Participation rate | 79.5% | 72.6%+7.0pp | 81.4%-1.8pp | 68.7%+10.9pp |
| Annual return | 1.66% | 12.02%-10.4pp | 26.14%-24.5pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $2,136 | $2,841-24.8% | $4,608-53.6% | $2,203-3.0% |
| Participant deferral / active EE | $7,200 | $4,783+50.5% | $6,026+19.5% | $3,192+125.6% |
| Admin fee / account holder | $31 | $4,927-99.4% | $8,175-99.6% | $4,297-99.3% |