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 | $21,509 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN FINANCIAL CORPORATION Service code 13 · EIN 35-1140070 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $0 |
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 | $55,254 | $52,293+5.7% | $178,490-69.0% | $73,409-24.7% |
| Participation rate | 88.6% | 65.3%+23.2pp | 81.9%+6.7pp | 72.2%+16.4pp |
| Annual return | 15.33% | 34.75%-19.4pp | 151.07%-135.7pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,860 | $1,735+7.2% | $5,011-62.9% | $2,234-16.7% |
| Participant deferral / active EE | $3,592 | $2,332+54.0% | $5,202-30.9% | $3,805-5.6% |
| Admin fee / account holder | $52 | $127-58.9% | $13,984-99.6% | $158-66.8% |