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 | $1,326,568 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $572,103 |
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,856 | $68,062+26.1% | $185,823-53.8% | $106,520-19.4% |
| Participation rate | 87.2% | 75.2%+12.0pp | 81.7%+5.5pp | 71.3%+15.9pp |
| Annual return | 15.68% | 18.20%-2.5pp | 122.05%-106.4pp | 19.28%-3.6pp |
| Employer contribution / active EE | $1,650 | $1,997-17.4% | $5,167-68.1% | $2,840-41.9% |
| Participant deferral / active EE | $7,220 | $3,990+80.9% | $5,568+29.7% | $4,948+45.9% |
| Admin fee / account holder | $61 | $53+15.0% | $16,237-99.6% | $75-18.6% |