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 |
|---|---|---|
SEK CPAS AND ADVISORS1 year Filed as: SEK & CO Service code 10 · EIN 52-0783935 | Accounting | $8,750 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,452 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,260 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $290 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,725 | $46,100-31.2% | $86,590-63.4% | $69,631-54.4% |
| Participation rate | 95.9% | 67.2%+28.7pp | 73.5%+22.3pp | 70.7%+25.2pp |
| Annual return | 15.68% | 21.02%-5.3pp | 964.84%-949.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $1,119 | $1,850-39.5% | $2,839-60.6% | $2,032-44.9% |
| Participant deferral / active EE | $2,144 | $2,432-11.8% | $3,609-40.6% | $3,224-33.5% |
| Admin fee / account holder | $35 | $94-62.2% | $4,906-99.3% | $110-67.9% |