Filed August 11, 2012
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 5-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 |
|---|---|---|
Filed as: LINCOLN FINANCIAL GROUP Service code 27 · EIN 35-1140070 | Advisory (Plan) | $4,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,329 | $37,213+169.6% | $156,549-35.9% | $63,975+56.8% |
| Participation rate | 90.2% | 65.0%+25.2pp | 84.0%+6.1pp | 71.1%+19.0pp |
| Annual return | 7.30% | 47.89%-40.6pp | 32.23%-24.9pp | 48.65%-41.4pp |
| Employer contribution / active EE | $1,253 | $1,357-7.7% | $5,501-77.2% | $2,182-42.6% |
| Participant deferral / active EE | $5,488 | $2,070+165.1% | $4,871+12.7% | $3,356+63.5% |
| Admin fee / account holder | $2 | $56-97.2% | $13,027-100.0% | $70-97.8% |