Filed April 1, 2015
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 Filed as: SHEPHERD FINANCIAL Service code 51 111 CONGRESSIONAL BLVD, SUITE 100 · CARMEL, IN 46032 | Investment Mgmt Fees | $13,862 |
PROTPA3+ years Service code 15 111 PARK AVE EAST · MANSFIELD, OH 44902 | Recordkeeping | $13,208 |
MATRIX TRUST COMPANY1 year Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80201 | Securities Custodian | $2,310 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,599 | $46,297+0.7% | $71,671-35.0% | $62,292-25.2% |
| Participation rate | 76.6% | 60.6%+15.9pp | 68.7%+7.8pp | 69.5%+7.0pp |
| Annual return | 19.87% | 22.32%-2.4pp | 20.65%-0.8pp | 28.90%-9.0pp |
| Employer contribution / active EE | $1,543 | $1,412+9.3% | $2,460-37.3% | $2,042-24.5% |
| Participant deferral / active EE | $2,521 | $2,235+12.8% | $3,438-26.7% | $3,169-20.4% |
| Admin fee / account holder | $247 | $461-46.4% | $5,558-95.6% | $479-48.5% |