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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,636 |
Filed as: VALIC RETIREMENT SERVICE COMPANY Service code 19 · EIN 51-0396365 | Securities Custodian | $1,410 |
Filed as: FIDELITY INVESTMENTS, INC. Service code 13 · EIN 04-2647786 | Contract Administrator | $1,185 |
LINCOLN NATIONAL CORPORATION3+ years Service code 15 · EIN 35-1140070 | Recordkeeping | $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 | $82,656 | $46,100+79.3% | $86,590-4.5% | $69,631+18.7% |
| Participation rate | 88.6% | 67.2%+21.5pp | 73.5%+15.1pp | 70.7%+18.0pp |
| Annual return | 21.35% | 21.02%+0.3pp | 964.84%-943.5pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $1,901 | $1,850+2.8% | $2,839-33.0% | $2,032-6.4% |
| Participant deferral / active EE | $5,914 | $2,432+143.2% | $3,609+63.9% | $3,224+83.5% |
| Admin fee / account holder | $99 | $94+5.7% | $4,906-98.0% | $110-10.2% |