Filed August 2, 1996
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 |
|---|---|---|
RETIREMENT HORIZONS INC.1+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $6,055 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN TRUST COMPANY Service code 21 218 GLENSIDE AVE · WYNCOTE, PA 19095 | Bank Trustee | $3,910 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
LEGACY PROFESSIONALS LLP1+ years Filed as: LEGACY ASSET MANAGEMENT Service code 27 · EIN 76-0574055 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,302 | $33,745+60.9% | $64,105-15.3% | $55,191-1.6% |
| Participation rate | 39.2% | 59.4%-20.1pp | 68.2%-28.9pp | 69.2%-29.9pp |
| Annual return | 0.05% | 4.95%-4.9pp | 791.24%-791.2pp | 10.78%-10.7pp |
| Employer contribution / active EE | $538 | $641-16.1% | $1,820-70.5% | $1,899-71.7% |
| Participant deferral / active EE | $1,847 | $1,929-4.3% | $2,822-34.5% | $3,046-39.4% |
| Admin fee / account holder | $166 | $94+75.9% | $4,499-96.3% | $91+82.7% |