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 | $1,800 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $685 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $111,988 | $77,813+43.9% | $123,544-9.4% | $64,186+74.5% |
| Participation rate | 83.8% | 74.7%+9.1pp | 82.3%+1.5pp | 69.6%+14.2pp |
| Annual return | -3.67% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,264 | $3,014-24.9% | $4,628-51.1% | $2,381-4.9% |
| Participant deferral / active EE | $8,595 | $5,240+64.0% | $6,426+33.8% | $3,470+147.7% |
| Admin fee / account holder | $22 | $5,519-99.6% | $9,284-99.8% | $4,888-99.5% |