Filed January 27, 2017
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 7-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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,441 |
Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $12,183 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,869 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,720 | $70,983-21.5% | $78,778-29.3% | - |
| Participation rate | 88.9% | 57.2%+31.7pp | 69.2%+19.7pp | - |
| Annual return | 8.58% | 9.28%-0.7pp | 35.62%-27.0pp | - |
| Employer contribution / active EE | $0 | $665-100.0% | $1,986-100.0% | - |
| Participant deferral / active EE | $2,912 | $2,053+41.9% | $2,958-1.6% | - |
| Admin fee / account holder | $237 | $4,432-94.7% | $5,134-95.4% | - |