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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $489,707 |
CAPFINANCIAL PARTNERS LLC8+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $124,000 |
GRANT THORNTON LLP2 years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,384 | $45,000+16.4% | $143,757-63.6% | $77,904-32.8% |
| Participation rate | 94.1% | 66.8%+27.3pp | 80.3%+13.8pp | 73.7%+20.4pp |
| Annual return | -14.55% | 29.03%-43.6pp | -0.04%-14.5pp | 12.21%-26.8pp |
| Employer contribution / active EE | $1,598 | $1,870-14.5% | $4,951-67.7% | $2,848-43.9% |
| Participant deferral / active EE | $4,516 | $3,157+43.1% | $5,637-19.9% | $4,806-6.0% |
| Admin fee / account holder | $160 | $98+62.2% | $14,673-98.9% | $133+20.4% |