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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $78,634 |
BKS RETIREMENT SERVICES5 years Service code 27 · EIN 84-1921272 | Advisory (Plan) | $25,000 |
JAMES MOORE & CO., P.L.9+ years Filed as: JAMES MOORE & CO, PL. Service code 10 · EIN 59-1060842 | Accounting | $9,000 |
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 | $31,187 | $68,330-54.4% | $149,673-79.2% | $96,393-67.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 78.8%+21.2pp | 71.3%+28.7pp |
| Annual return | 12.28% | 29.64%-17.4pp | 134.42%-122.1pp | 22.88%-10.6pp |
| Employer contribution / active EE | $4,681 | $2,139+118.8% | $4,818-2.8% | $3,238+44.5% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $5,680-100.0% | $5,455-100.0% |
| Admin fee / account holder | $8 | $52-84.0% | $13,210-99.9% | $74-88.7% |