Filed June 17, 2015 (most recent of 2 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 |
|---|---|---|
Filed as: FIDELITY INVEST INST OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $6,932 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN FINANCIAL CORPORATION Service code 13 · EIN 35-1140070 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $1,050 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,799 | $37,196-1.1% | $154,107-76.1% | $55,725-34.0% |
| Participation rate | 90.3% | 64.1%+26.3pp | 83.0%+7.3pp | 70.9%+19.5pp |
| Annual return | -4.48% | 1319.68%-1324.2pp | 735.12%-739.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,752 | $1,614+8.6% | $5,298-66.9% | $2,078-15.7% |
| Participant deferral / active EE | $3,569 | $2,068+72.6% | $5,081-29.7% | $3,356+6.4% |
| Admin fee / account holder | $92 | $102-9.3% | $13,411-99.3% | $115-20.0% |