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 | $1,092,406 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $656,440 |
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,870 |
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 | $82,376 | $68,330+20.6% | $149,673-45.0% | $96,393-14.5% |
| Participation rate | 91.9% | 74.6%+17.3pp | 78.8%+13.1pp | 71.3%+20.6pp |
| Annual return | 19.45% | 29.64%-10.2pp | 134.42%-115.0pp | 22.88%-3.4pp |
| Employer contribution / active EE | $1,936 | $2,139-9.5% | $4,818-59.8% | $3,238-40.2% |
| Participant deferral / active EE | $7,945 | $4,422+79.7% | $5,680+39.9% | $5,455+45.6% |
| Admin fee / account holder | $44 | $52-15.4% | $13,210-99.7% | $74-40.5% |