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 35-0472300 | Advisory (Plan) | $1,068 |
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 | $16,948 | $36,916-54.1% | $156,549-89.2% | $57,658-70.6% |
| Participation rate | 44.9% | 63.4%-18.5pp | 84.0%-39.1pp | 70.2%-25.3pp |
| Annual return | 17.68% | 12.38%+5.3pp | 32.23%-14.5pp | 5.13%+12.5pp |
| Employer contribution / active EE | $616 | $1,571-60.8% | $5,501-88.8% | $1,974-68.8% |
| Participant deferral / active EE | $1,280 | $1,926-33.5% | $4,871-73.7% | $3,061-58.2% |
| Admin fee / account holder | $3 | $82-96.3% | $13,027-100.0% | $95-96.7% |