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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $58,670 |
BKS RETIREMENT SERVICES2 years Service code 27 · EIN 84-1921272 | Advisory (Plan) | $25,000 |
JAMES MOORE & CO., P.L.6+ years Filed as: JAMES MOORE & CO, PL. Service code 10 · EIN 59-1060842 | Accounting | $12,500 |
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 | $25,843 | $63,259-59.1% | $178,490-85.5% | $93,223-72.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.9%+18.1pp | 74.9%+25.1pp |
| Annual return | 11.05% | 19.93%-8.9pp | 151.07%-140.0pp | 19.29%-8.2pp |
| Employer contribution / active EE | $3,998 | $1,865+114.4% | $5,011-20.2% | $2,680+49.2% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $8 | $58-86.5% | $13,984-99.9% | $79-90.1% |