Filed February 12, 2012
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 CORPORATION1+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $164,943 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $154,531 |
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 | $27,162 | $67,505-59.8% | $105,218-74.2% | $67,505-59.8% |
| Participation rate | 82.1% | 71.2%+10.9pp | 77.2%+4.9pp | 71.2%+10.9pp |
| Annual return | 7.19% | 6.52%+0.7pp | 5.33%+1.9pp | 6.52%+0.7pp |
| Employer contribution / active EE | $2,151 | $2,173-1.0% | $3,255-33.9% | $2,173-1.0% |
| Participant deferral / active EE | $3,493 | $3,597-2.9% | $4,867-28.2% | $3,597-2.9% |
| Admin fee / account holder | $27 | $56-52.5% | $6,992-99.6% | $56-52.5% |