Filed January 18, 2006
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 | $118,414 |
CORNERSTONE ADVISORS ASSET MGMT5+ years Filed as: CORNERSTONE INSTITUTIONAL INVESTORS Service code 27 · EIN 22-2933229 | Advisory (Plan) | $70,272 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,213 | $62,928+67.2% | $172,739-39.1% | $67,579+55.7% |
| Participation rate | 97.8% | 64.5%+33.3pp | 82.6%+15.1pp | 71.3%+26.5pp |
| Annual return | 19.43% | 30.36%-10.9pp | 802.84%-783.4pp | 378.56%-359.1pp |
| Employer contribution / active EE | $6,444 | $1,636+293.8% | $5,143+25.3% | $2,148+200.0% |
| Participant deferral / active EE | $5,396 | $2,145+151.6% | $5,198+3.8% | $3,539+52.5% |
| Admin fee / account holder | $478 | $167+186.6% | $13,954-96.6% | $142+235.7% |