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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $449,853 |
CAPFINANCIAL PARTNERS LLC9+ 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 | $66,765 | $50,127+33.2% | $149,673-55.4% | $80,160-16.7% |
| Participation rate | 96.4% | 64.3%+32.1pp | 78.8%+17.6pp | 72.9%+23.5pp |
| Annual return | 17.02% | 29.82%-12.8pp | 134.42%-117.4pp | 40.38%-23.4pp |
| Employer contribution / active EE | $1,954 | $1,865+4.8% | $4,818-59.4% | $2,978-34.4% |
| Participant deferral / active EE | $5,594 | $3,194+75.1% | $5,680-1.5% | $5,017+11.5% |
| Admin fee / account holder | $153 | $153+0.5% | $13,210-98.8% | $145+5.9% |