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 35-0472300 | Contract Administrator | $686,889 |
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. Service code 10 · EIN 59-3204548 | Accounting | $13,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,044 | $73,283-45.4% | $155,509-74.2% | $106,382-62.4% |
| Participation rate | 97.4% | 73.3%+24.2pp | 78.2%+19.2pp | 69.9%+27.6pp |
| Annual return | 10.89% | 15.77%-4.9pp | 64.67%-53.8pp | 17.37%-6.5pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $4,539 | $4,580-0.9% | $5,626-19.3% | $5,569-18.5% |
| Admin fee / account holder | $46 | $56-17.2% | $15,912-99.7% | $79-41.4% |