Filed October 7, 2010 (most recent of 6 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 INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $1,107,250 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $536,049 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,165 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,481 | $66,513+16.5% | $178,490-56.6% | $106,222-27.1% |
| Participation rate | 87.3% | 73.8%+13.5pp | 81.9%+5.4pp | 70.8%+16.5pp |
| Annual return | 18.15% | 21.81%-3.7pp | 151.07%-132.9pp | 21.69%-3.5pp |
| Employer contribution / active EE | $1,220 | $1,776-31.3% | $5,011-75.7% | $2,723-55.2% |
| Participant deferral / active EE | $6,294 | $3,679+71.1% | $5,202+21.0% | $4,600+36.8% |
| Admin fee / account holder | $64 | $53+20.5% | $13,984-99.5% | $78-17.8% |