Filed December 11, 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 Service code 13 · EIN 35-1140070 | Contract Administrator | $667 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $530 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,828 | $70,667-47.9% | $123,104-70.1% | $52,331-29.6% |
| Participation rate | 95.5% | 83.7%+11.7pp | 86.8%+8.7pp | 68.1%+27.3pp |
| Annual return | -1.84% | 6.23%-8.1pp | 13.22%-15.1pp | 4.54%-6.4pp |
| Employer contribution / active EE | $2,015 | $2,946-31.6% | $5,151-60.9% | $1,882+7.1% |
| Participant deferral / active EE | $4,670 | $4,493+3.9% | $6,230-25.0% | $3,022+54.5% |
| Admin fee / account holder | $111 | $506-78.2% | $9,015-98.8% | $592-81.3% |