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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $7,577 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL GROUP Service code 27 · EIN 35-1140070 | Advisory (Plan) | $1,507 |
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 | $122,160 | $44,989+171.5% | $170,442-28.3% | $77,958+56.7% |
| Participation rate | 89.6% | 64.6%+25.0pp | 83.6%+6.0pp | 71.6%+17.9pp |
| Annual return | 17.19% | 19.61%-2.4pp | 205.93%-188.7pp | 20.87%-3.7pp |
| Employer contribution / active EE | $1,351 | $1,466-7.8% | $5,433-75.1% | $2,310-41.5% |
| Participant deferral / active EE | $6,001 | $2,208+171.8% | $4,939+21.5% | $3,537+69.7% |
| Admin fee / account holder | $3 | $69-96.0% | $13,880-100.0% | $97-97.1% |