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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $40,284 |
AMERICAN FUNDS3+ years Filed as: NEWPORT CAPITAL GROUP Service code 10 · EIN 86-1109193 | Accounting | $9,717 |
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 | $28,394 | $48,835-41.9% | $170,442-83.3% | $177,276-84.0% |
| Participation rate | 95.5% | 72.1%+23.4pp | 83.6%+11.9pp | 74.8%+20.6pp |
| Annual return | 21.28% | 19.44%+1.8pp | 205.93%-184.6pp | 21.25%0pp |
| Employer contribution / active EE | $1,698 | $1,798-5.6% | $5,433-68.7% | $2,479-31.5% |
| Participant deferral / active EE | $2,956 | $2,757+7.2% | $4,939-40.2% | $3,881-23.8% |
| Admin fee / account holder | $6 | $52-88.4% | $13,880-100.0% | $154-96.1% |