Filed April 12, 2008
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,073 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,460 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $360 |
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 | $29,465 | $39,859-26.1% | $78,689-62.6% | $57,658-48.9% |
| Participation rate | 93.6% | 66.1%+27.5pp | 73.6%+20.0pp | 70.2%+23.3pp |
| Annual return | 6.98% | 18.96%-12.0pp | 62.18%-55.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,015 | $1,786-43.2% | $2,851-64.4% | $1,974-48.6% |
| Participant deferral / active EE | $2,007 | $2,248-10.7% | $3,517-42.9% | $3,061-34.4% |
| Admin fee / account holder | $29 | $76-62.1% | $4,510-99.4% | $95-69.5% |