Filed December 26, 2002
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 |
|---|---|---|
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 5441 KIETZKE LN STE 150 · RENO, NV 89511 | Accounting | $10,500 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,861 |
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 | $59,476 | $46,173+28.8% | $170,442-65.1% | $69,631-14.6% |
| Participation rate | 68.2% | 63.9%+4.3pp | 83.6%-15.4pp | 70.7%-2.5pp |
| Annual return | 14.84% | 21.62%-6.8pp | 205.93%-191.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $2,210 | $1,610+37.3% | $5,433-59.3% | $2,032+8.7% |
| Participant deferral / active EE | $4,126 | $2,080+98.3% | $4,939-16.5% | $3,224+28.0% |
| Admin fee / account holder | $21 | $116-82.0% | $13,880-99.8% | $110-81.1% |