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 | $22,093 |
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN FINANCIAL CORPORATION Service code 13 · EIN 35-1140070 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $1,025 |
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 | $47,795 | $62,928-24.0% | $172,739-72.3% | $67,579-29.3% |
| Participation rate | 90.5% | 64.5%+26.0pp | 82.6%+7.8pp | 71.3%+19.2pp |
| Annual return | 21.34% | 30.36%-9.0pp | 802.84%-781.5pp | 378.56%-357.2pp |
| Employer contribution / active EE | $1,792 | $1,636+9.5% | $5,143-65.1% | $2,148-16.5% |
| Participant deferral / active EE | $3,717 | $2,145+73.3% | $5,198-28.5% | $3,539+5.0% |
| Admin fee / account holder | $55 | $167-67.2% | $13,954-99.6% | $142-61.6% |