Filed October 30, 2018
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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,015 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $15,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,972 | $46,173-52.4% | $170,442-87.1% | $69,631-68.4% |
| Participation rate | 38.2% | 63.9%-25.7pp | 83.6%-45.4pp | 70.7%-32.5pp |
| Annual return | 13.21% | 21.62%-8.4pp | 205.93%-192.7pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $247 | $1,610-84.6% | $5,433-95.4% | $2,032-87.8% |
| Participant deferral / active EE | $939 | $2,080-54.9% | $4,939-81.0% | $3,224-70.9% |
| Admin fee / account holder | $175 | $116+50.9% | $13,880-98.7% | $110+58.4% |