Filed January 29, 2008 (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 |
|---|---|---|
FARBER HASS HURLEY LLP1+ years Filed as: FABER HASS HURLEY LLP Service code 10 · EIN 20-4207759 | Accounting | $20,500 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,339 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 17 · EIN 59-3331424 | Pension Consulting | $7,919 |
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 | $80,004 | $37,039+116.0% | $147,614-45.8% | $59,188+35.2% |
| Participation rate | 98.5% | 63.8%+34.8pp | 84.6%+13.9pp | 69.4%+29.1pp |
| Annual return | 0.53% | 7.19%-6.7pp | 61.98%-61.5pp | 5.51%-5.0pp |
| Employer contribution / active EE | $2,890 | $1,353+113.6% | $5,564-48.1% | $2,098+37.7% |
| Participant deferral / active EE | $6,203 | $2,094+196.3% | $4,895+26.7% | $3,265+90.0% |
| Admin fee / account holder | $16 | $60-73.2% | $11,611-99.9% | $92-82.5% |