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 | $42,869 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $19,110 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,366 | $68,330-26.3% | $149,673-66.3% | $96,393-47.7% |
| Participation rate | 66.5% | 74.6%-8.1pp | 78.8%-12.2pp | 71.3%-4.8pp |
| Annual return | 16.16% | 29.64%-13.5pp | 134.42%-118.3pp | 22.88%-6.7pp |
| Employer contribution / active EE | $3,777 | $2,139+76.5% | $4,818-21.6% | $3,238+16.6% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $5,680-100.0% | $5,455-100.0% |
| Admin fee / account holder | $5 | $52-90.9% | $13,210-100.0% | $74-93.6% |