Filed March 17, 1
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 |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $7,238 |
Filed as: FIDELITY INVESTMENTS, INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,270 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
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 | $70,601 | $39,859+77.1% | $78,689-10.3% | $57,658+22.4% |
| Participation rate | 84.8% | 66.1%+18.7pp | 73.6%+11.2pp | 70.2%+14.5pp |
| Annual return | 7.79% | 18.96%-11.2pp | 62.18%-54.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,592 | $1,786-10.8% | $2,851-44.1% | $1,974-19.3% |
| Participant deferral / active EE | $5,355 | $2,248+138.2% | $3,517+52.3% | $3,061+75.0% |
| Admin fee / account holder | $21 | $76-72.6% | $4,510-99.5% | $95-77.9% |