Filed February 3, 2006 (most recent of 2 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 9-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 |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATON Service code 37 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Loan Processing | $94,469 |
Service code 35 · EIN 31-0651750 2335 N BANK DR · COLUMBUS, OH 43220 | Employee (plan sponsor) | $70,811 |
CW ASSOCIATES1 year Filed as: ASSOCIATES, INC. Service code 16 · EIN 34-1753575 159 CROCKER PARK BLVD · CLEVELANDO, OH 44145 | Consulting | $58,095 |
ORIENTAL BANK1 year Service code 15 · EIN 66-0259436 PO BOX 191429 · SAN JUAN, PR 00919 | Recordkeeping | $10,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,382 | $47,634-65.6% | $90,404-81.9% | $90,288-81.9% |
| Participation rate | 68.0% | 67.5%+0.5pp | 72.7%-4.7pp | 73.4%-5.4pp |
| Annual return | 15.40% | 19.61%-4.2pp | 1293.02%-1277.6pp | 53.97%-38.6pp |
| Employer contribution / active EE | $2,226 | $1,749+27.3% | $3,262-31.8% | $2,524-11.8% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,963-100.0% | $4,232-100.0% |
| Admin fee / account holder | $34 | $106-68.3% | $5,611-99.4% | $114-70.5% |