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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,753 |
JAMES MOORE & CO., P.L.5+ years Filed as: JAMES MOORE & CO, PL. Service code 10 · EIN 59-1060842 | Accounting | $19,000 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 26 · EIN 26-1370206 | Advisory (Participants) | $12,500 |
BKS RETIREMENT SERVICES1 year Service code 26 · EIN 84-1921272 | Advisory (Participants) | $6,250 |
Service code 26 · EIN 51-0595589 | Advisory (Participants) | $6,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,313 | $53,565-58.3% | $172,739-87.1% | $82,204-72.9% |
| Participation rate | 100.0% | 69.6%+30.4pp | 82.6%+17.4pp | 73.4%+26.6pp |
| Annual return | 16.32% | 31.42%-15.1pp | 802.84%-786.5pp | 26.31%-10.0pp |
| Employer contribution / active EE | $3,830 | $1,857+106.3% | $5,143-25.5% | $2,707+41.5% |
| Participant deferral / active EE | -$0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $6 | $61-89.9% | $13,954-100.0% | $76-91.8% |