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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $596,516 |
CAPFINANCIAL PARTNERS LLC7+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $124,000 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $30,188 |
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 | $62,112 | $67,512-8.0% | $185,823-66.6% | $93,030-33.2% |
| Participation rate | 94.7% | 67.1%+27.5pp | 81.7%+13.0pp | 73.9%+20.8pp |
| Annual return | 13.83% | 21.04%-7.2pp | 122.05%-108.2pp | 158.70%-144.9pp |
| Employer contribution / active EE | $1,586 | $1,783-11.1% | $5,167-69.3% | $2,706-41.4% |
| Participant deferral / active EE | $4,274 | $3,035+40.8% | $5,568-23.2% | $4,562-6.3% |
| Admin fee / account holder | $194 | $318-38.8% | $16,237-98.8% | $152+28.1% |