Filed July 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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $55,430 |
BAIRD INSURANCE SERVICES INC4+ years Filed as: HILLIARD LYONS Service code 28 · EIN 26-2333067 | Investment Management | $22,624 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,352 | $62,928-82.0% | $172,739-93.4% | $67,579-83.2% |
| Participation rate | 87.5% | 64.5%+23.0pp | 82.6%+4.9pp | 71.3%+16.2pp |
| Annual return | 4.63% | 30.36%-25.7pp | 802.84%-798.2pp | 378.56%-373.9pp |
| Employer contribution / active EE | $352 | $1,636-78.5% | $5,143-93.2% | $2,148-83.6% |
| Participant deferral / active EE | $848 | $2,145-60.5% | $5,198-83.7% | $3,539-76.1% |
| Admin fee / account holder | $143 | $167-14.3% | $13,954-99.0% | $142+0.4% |