Filed May 4, 2011
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,319 |
EDWARD JONES1 year Filed as: EDWARD D JONES AND CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $25,909 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,375 | $46,100+59.2% | $86,590-15.3% | $69,631+5.4% |
| Participation rate | 57.9% | 67.2%-9.2pp | 73.5%-15.6pp | 70.7%-12.8pp |
| Annual return | 17.46% | 21.02%-3.6pp | 964.84%-947.4pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $1,611 | $1,850-12.9% | $2,839-43.3% | $2,032-20.7% |
| Participant deferral / active EE | $3,184 | $2,432+31.0% | $3,609-11.8% | $3,224-1.2% |
| Admin fee / account holder | $98 | $94+4.9% | $4,906-98.0% | $110-10.9% |