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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $461,460 |
CAPFINANCIAL PARTNERS LLC5+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $124,000 |
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 | $47,854 | $47,456+0.8% | $172,739-72.3% | $77,787-38.5% |
| Participation rate | 96.2% | 66.3%+29.9pp | 82.6%+13.6pp | 73.2%+23.0pp |
| Annual return | 23.92% | 35.57%-11.7pp | 802.84%-778.9pp | 32.57%-8.7pp |
| Employer contribution / active EE | $1,349 | $1,574-14.3% | $5,143-73.8% | $2,504-46.1% |
| Participant deferral / active EE | $3,533 | $2,560+38.0% | $5,198-32.0% | $3,967-10.9% |
| Admin fee / account holder | $165 | $81+104.2% | $13,954-98.8% | $100+65.0% |