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 CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $214,954 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $182,921 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 49 · EIN 39-0859910 | Other Services | $25,000 |
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 | $33,722 | $177,276-81.0% | $115,752-70.9% | $177,276-81.0% |
| Participation rate | 84.8% | 74.8%+10.0pp | 77.8%+7.1pp | 74.8%+10.0pp |
| Annual return | 19.17% | 21.25%-2.1pp | 19.41%-0.2pp | 21.25%-2.1pp |
| Employer contribution / active EE | $2,400 | $2,479-3.2% | $3,492-31.3% | $2,479-3.2% |
| Participant deferral / active EE | $3,551 | $3,881-8.5% | $5,204-31.8% | $3,881-8.5% |
| Admin fee / account holder | $27 | $154-82.8% | $6,278-99.6% | $154-82.8% |