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 | $1,953 |
LINCOLN NATIONAL CORPORATION3+ 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 | $143,609 | $80,753+77.8% | $136,294+5.4% | $62,292+130.5% |
| Participation rate | 75.5% | 73.5%+2.0pp | 81.9%-6.4pp | 69.5%+6.0pp |
| Annual return | 23.18% | 35.83%-12.7pp | 5155.94%-5132.8pp | 28.90%-5.7pp |
| Employer contribution / active EE | $6,173 | $2,884+114.1% | $4,695+31.5% | $2,042+202.3% |
| Participant deferral / active EE | $5,126 | $5,164-0.7% | $6,247-17.9% | $3,169+61.8% |
| Admin fee / account holder | $30 | $525-94.2% | $9,243-99.7% | $479-93.7% |