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 |
|---|---|---|
JAMES MOORE & CO., P.L.3+ years Filed as: JAMES MOORE & CO, PL. Service code 10 · EIN 59-1060842 | Accounting | $29,000 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 10 · EIN 26-1370206 | Accounting | $28,573 |
Service code 10 · EIN 51-0595589 | Accounting | $12,500 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $19 |
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 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 | $18,748 | $48,835-61.6% | $170,442-89.0% | $177,276-89.4% |
| Participation rate | 96.2% | 72.1%+24.1pp | 83.6%+12.6pp | 74.8%+21.3pp |
| Annual return | 12.44% | 19.44%-7.0pp | 205.93%-193.5pp | 21.25%-8.8pp |
| Employer contribution / active EE | $3,425 | $1,798+90.5% | $5,433-37.0% | $2,479+38.2% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | $7 | $52-87.4% | $13,880-100.0% | $154-95.8% |