Filed August 28, 2009 (most recent of 4 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 16 · EIN 81-0701292 | Consulting | $36,750 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $17,500 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,005 | $83,057-45.8% | $143,757-68.7% | $89,394-49.7% |
| Participation rate | 65.4% | 74.0%-8.7pp | 80.3%-14.9pp | 71.3%-5.9pp |
| Annual return | -15.47% | -13.97%-1.5pp | -0.04%-15.4pp | -11.89%-3.6pp |
| Employer contribution / active EE | $3,730 | $2,095+78.0% | $4,951-24.7% | $3,022+23.4% |
| Participant deferral / active EE | $12 | $4,281-99.7% | $5,637-99.8% | $5,123-99.8% |
| Admin fee / account holder | $5 | $83-94.6% | $14,673-100.0% | $79-94.3% |