Filed March 11, 2014 (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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $158,699 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 52-1396995 | Investment Management | $84,543 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $7,613 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,582 | $67,672-44.5% | $155,567-75.8% | $99,061-62.1% |
| Participation rate | 28.5% | 67.2%-38.7pp | 78.2%-49.7pp | 71.6%-43.1pp |
| Annual return | 15.41% | 16.16%-0.8pp | 64.74%-49.3pp | 17.66%-2.3pp |
| Employer contribution / active EE | $0 | $2,262-100.0% | $4,674-100.0% | $3,261-100.0% |
| Participant deferral / active EE | $1,319 | $3,827-65.5% | $5,628-76.6% | $5,331-75.3% |
| Admin fee / account holder | $3 | $94-96.9% | $15,916-100.0% | $109-97.3% |