Filed December 21, 2016 (most recent of 5 filings on file)
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 10-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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $425,911 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $124,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,866 | $53,136+42.8% | $155,509-51.2% | $199,593-62.0% |
| Participation rate | 95.7% | 64.1%+31.6pp | 78.2%+17.5pp | 72.0%+23.7pp |
| Annual return | 13.73% | 41.15%-27.4pp | 64.67%-50.9pp | 34.25%-20.5pp |
| Employer contribution / active EE | $2,201 | $1,851+18.9% | $4,672-52.9% | $3,034-27.5% |
| Participant deferral / active EE | $5,942 | $3,161+88.0% | $5,626+5.6% | $5,087+16.8% |
| Admin fee / account holder | $149 | $185-19.9% | $15,912-99.1% | $269-44.7% |