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 | $22,193 |
LINCOLN NATIONAL CORPORATION8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,459 | $46,292+6.8% | $143,757-65.6% | $64,808-23.7% |
| Participation rate | 88.1% | 64.2%+23.9pp | 80.3%+7.8pp | 71.5%+16.6pp |
| Annual return | -14.87% | -10.05%-4.8pp | -0.04%-14.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,889 | $1,910-1.1% | $4,951-61.9% | $2,506-24.6% |
| Participant deferral / active EE | $3,969 | $2,646+50.0% | $5,637-29.6% | $4,310-7.9% |
| Admin fee / account holder | $50 | $154-67.5% | $14,673-99.7% | $188-73.4% |