Filed October 22, 2013
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 Service code 37 · EIN 04-2647786 | Loan Processing | $1,713 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $225 |
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 | $116,750 | $75,183+55.3% | $123,892-5.8% | $55,167+111.6% |
| Participation rate | 75.2% | 72.8%+2.4pp | 81.4%-6.2pp | 69.0%+6.2pp |
| Annual return | 8.67% | 19.01%-10.3pp | 47.52%-38.8pp | 169.23%-160.6pp |
| Employer contribution / active EE | $5,506 | $2,823+95.0% | $4,617+19.3% | $1,963+180.5% |
| Participant deferral / active EE | $4,810 | $5,084-5.4% | $5,984-19.6% | $3,054+57.5% |
| Admin fee / account holder | $28 | $663-95.8% | $8,357-99.7% | $504-94.4% |