Filed September 21, 2007
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 |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $36,197 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,000 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,913 | $67,984+41.1% | $65,493+46.4% | $74,304+29.1% |
| Participation rate | 96.9% | 66.3%+30.5pp | 73.1%+23.8pp | 60.3%+36.5pp |
| Annual return | 10.73% | 19.87%-9.1pp | 982.45%-971.7pp | 29.43%-18.7pp |
| Employer contribution / active EE | $4,141 | $2,491+66.2% | $2,574+60.9% | $2,241+84.8% |
| Participant deferral / active EE | $6,099 | $3,346+82.2% | $3,961+54.0% | $3,767+61.9% |
| Admin fee / account holder | $211 | $1,373-84.7% | $5,028-95.8% | $2,969-92.9% |