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 | $1,210,458 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $605,540 |
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,095 |
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 | $70,695 | $83,057-14.9% | $143,757-50.8% | $89,394-20.9% |
| Participation rate | 93.2% | 74.0%+19.2pp | 80.3%+12.9pp | 71.3%+21.9pp |
| Annual return | -16.49% | -13.97%-2.5pp | -0.04%-16.4pp | -11.89%-4.6pp |
| Employer contribution / active EE | $1,919 | $2,095-8.4% | $4,951-61.2% | $3,022-36.5% |
| Participant deferral / active EE | $7,986 | $4,281+86.6% | $5,637+41.7% | $5,123+55.9% |
| Admin fee / account holder | $47 | $83-43.1% | $14,673-99.7% | $79-40.6% |