Filed July 2, 2004 (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 |
|---|---|---|
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $27,755 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,094 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,519 | $118,101-53.8% | $106,387-48.8% | $75,289-27.6% |
| Participation rate | 90.6% | 81.4%+9.2pp | 77.5%+13.1pp | 72.4%+18.1pp |
| Annual return | -2.67% | -2.42%-0.3pp | 0.25%-2.9pp | -0.04%-2.6pp |
| Employer contribution / active EE | $1,872 | $2,880-35.0% | $3,520-46.8% | $2,405-22.2% |
| Participant deferral / active EE | $2,634 | $4,681-43.7% | $5,421-51.4% | $3,739-29.5% |
| Admin fee / account holder | $23 | $85-72.9% | $7,510-99.7% | $102-77.6% |