Filed April 26, 2017 (most recent of 2 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 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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $18,969 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,175 |
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 | $70,172 | $61,058+14.9% | $71,209-1.5% | $85,563-18.0% |
| Participation rate | 84.4% | 58.6%+25.8pp | 73.8%+10.6pp | 66.0%+18.4pp |
| Annual return | 11.01% | 100.41%-89.4pp | 282.51%-271.5pp | 31.51%-20.5pp |
| Employer contribution / active EE | $8,021 | $2,199+264.8% | $2,721+194.8% | $2,654+202.3% |
| Participant deferral / active EE | $2,218 | $3,173-30.1% | $4,175-46.9% | $4,375-49.3% |
| Admin fee / account holder | $19 | $855-97.8% | $5,349-99.6% | $834-97.8% |