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 | $12,900 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,460 |
Filed as: THE LINCOLN CORPORATION Service code 13 · EIN 35-1140075 | Contract Administrator | $975 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $250 |
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 | $40,281 | $52,670-23.5% | $90,404-55.4% | $73,409-45.1% |
| Participation rate | 87.5% | 67.7%+19.9pp | 72.7%+14.9pp | 72.2%+15.4pp |
| Annual return | 16.42% | 20.70%-4.3pp | 1293.02%-1276.6pp | 59.29%-42.9pp |
| Employer contribution / active EE | $1,190 | $1,872-36.4% | $3,262-63.5% | $2,234-46.7% |
| Participant deferral / active EE | $2,176 | $2,807-22.5% | $3,963-45.1% | $3,805-42.8% |
| Admin fee / account holder | $44 | $117-62.7% | $5,611-99.2% | $158-72.4% |