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 |
|---|---|---|
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $11,932 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,931 |
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 | $61,103 | $62,928-2.9% | $172,739-64.6% | $67,579-9.6% |
| Participation rate | 76.9% | 64.5%+12.5pp | 82.6%-5.7pp | 71.3%+5.7pp |
| Annual return | 16.89% | 30.36%-13.5pp | 802.84%-785.9pp | 378.56%-361.7pp |
| Employer contribution / active EE | $2,286 | $1,636+39.8% | $5,143-55.5% | $2,148+6.5% |
| Participant deferral / active EE | $4,750 | $2,145+121.4% | $5,198-8.6% | $3,539+34.2% |
| Admin fee / account holder | $14 | $167-91.4% | $13,954-99.9% | $142-90.0% |