Filed August 5, 2006
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 27 · EIN 61-1758632 | Advisory (Plan) | $24,000 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $21,171 |
KPLANS, INC.3+ years Service code 27 · EIN 95-4514127 | Advisory (Plan) | $8,000 |
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 | $66,894 | $46,173+44.9% | $170,442-60.8% | $69,631-3.9% |
| Participation rate | 41.4% | 63.9%-22.5pp | 83.6%-42.2pp | 70.7%-29.3pp |
| Annual return | 13.86% | 21.62%-7.8pp | 205.93%-192.1pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $1,063 | $1,610-34.0% | $5,433-80.4% | $2,032-47.7% |
| Participant deferral / active EE | $2,067 | $2,080-0.6% | $4,939-58.1% | $3,224-35.9% |
| Admin fee / account holder | $53 | $116-54.6% | $13,880-99.6% | $110-52.3% |