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 |
|---|---|---|
Filed as: SMITH ELLIOTT KEARNS AND COMPANY Service code 10 · EIN 52-0783935 | Accounting | $7,600 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,726 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,225 |
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 | $30,356 | $43,999-31.0% | $79,464-61.8% | $55,725-45.5% |
| Participation rate | 94.5% | 66.9%+27.6pp | 73.3%+21.2pp | 70.9%+23.7pp |
| Annual return | -5.60% | 1.81%-7.4pp | 718.14%-723.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $1,136 | $1,830-37.9% | $2,800-59.4% | $2,078-45.3% |
| Participant deferral / active EE | $2,247 | $2,538-11.5% | $3,704-39.3% | $3,356-33.0% |
| Admin fee / account holder | $33 | $118-71.6% | $5,113-99.3% | $115-71.0% |