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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $383,634 |
CAPFINANCIAL PARTNERS LLC6+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $143,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor 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 | $69,934 | $56,095+24.7% | $178,490-60.8% | $90,288-22.5% |
| Participation rate | 93.6% | 65.6%+28.1pp | 81.9%+11.7pp | 73.4%+20.3pp |
| Annual return | 16.93% | 28.81%-11.9pp | 151.07%-134.1pp | 53.97%-37.0pp |
| Employer contribution / active EE | $1,410 | $1,572-10.3% | $5,011-71.9% | $2,524-44.1% |
| Participant deferral / active EE | $3,831 | $2,669+43.6% | $5,202-26.3% | $4,232-9.5% |
| Admin fee / account holder | $178 | $101+76.7% | $13,984-98.7% | $114+55.9% |