Filed October 30, 2018
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 9-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 |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $14,040 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,788 |
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 | $38,975 | $49,227-20.8% | $70,449-44.7% | $79,858-51.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 5.38% | 30.06%-24.7pp | 109.03%-103.6pp | 31.71%-26.3pp |
| Employer contribution / active EE | $2,539 | $2,099+21.0% | $2,737-7.2% | $2,471+2.8% |
| Participant deferral / active EE | $4,741 | $2,768+71.3% | $3,709+27.8% | $3,740+26.8% |
| Admin fee / account holder | $20 | $2,878-99.3% | $3,845-99.5% | $5,306-99.6% |