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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $31,592 |
AMERICAN FUNDS2+ years Filed as: NEWPORT CAPITAL GROUP Service code 10 · EIN 86-1109193 | Accounting | $29,352 |
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 | $23,274 | $43,110-46.0% | $156,549-85.1% | $65,292-64.4% |
| Participation rate | 98.4% | 69.3%+29.1pp | 84.0%+14.4pp | 72.4%+26.0pp |
| Annual return | 9.02% | 11.24%-2.2pp | 32.23%-23.2pp | 11.84%-2.8pp |
| Employer contribution / active EE | $1,444 | $1,702-15.2% | $5,501-73.8% | $2,302-37.3% |
| Participant deferral / active EE | $2,450 | $2,520-2.8% | $4,871-49.7% | $3,579-31.5% |
| Admin fee / account holder | $7 | $47-84.6% | $13,027-99.9% | $57-87.3% |