Filed June 24, 2002 (most recent of 2 filings on file)
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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $122,110 |
BKS RETIREMENT SERVICES6 years Service code 27 · EIN 84-1921272 | Advisory (Plan) | $25,000 |
JAMES MOORE & CO., P.L.10+ years Filed as: JAMES MOORE & CO, PL. Service code 10 · EIN 59-1060842 | Accounting | $18,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,724 | $73,283-54.0% | $155,509-78.3% | $106,382-68.3% |
| Participation rate | 91.7% | 73.3%+18.4pp | 78.2%+13.5pp | 69.9%+21.8pp |
| Annual return | 9.41% | 15.77%-6.4pp | 64.67%-55.3pp | 17.37%-8.0pp |
| Employer contribution / active EE | $4,237 | $2,247+88.5% | $4,672-9.3% | $3,364+26.0% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $5,626-100.0% | $5,569-100.0% |
| Admin fee / account holder | $11 | $56-79.6% | $15,912-99.9% | $79-85.6% |