Filed October 6, 1992
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 |
|---|---|---|
SIDLEY AUSTIN LLP4+ years Service code 29 · EIN 36-4474078 | Legal | $20,827 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $316 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $178,460 | $49,177+262.9% | $79,464+124.6% | $64,186+178.0% |
| Participation rate | 98.6% | 65.0%+33.5pp | 73.3%+25.2pp | 69.6%+29.0pp |
| Annual return | -1.32% | -1.16%-0.2pp | 718.14%-719.5pp | 7.63%-9.0pp |
| Employer contribution / active EE | $11,982 | $2,076+477.1% | $2,800+327.8% | $2,381+403.3% |
| Participant deferral / active EE | $11,006 | $2,821+290.1% | $3,704+197.2% | $3,470+217.2% |
| Admin fee / account holder | $143 | $3,839-96.3% | $5,113-97.2% | $4,888-97.1% |