Filed November 30, 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 CORPORATION2+ years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 27 · EIN 91-1802259 | Advisory (Plan) | $24,000 |
WATERMARK CPA GROUP, LLC2+ years Service code 10 · EIN 20-5881258 | Accounting | $2,019 |
Service code 37 · EIN 04-2647786 | Loan Processing | $675 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,896 | $75,183-45.6% | $123,892-67.0% | $55,167-25.9% |
| Participation rate | 94.9% | 72.8%+22.0pp | 81.4%+13.5pp | 69.0%+25.9pp |
| Annual return | 8.25% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,845 | $5,084-4.7% | $5,984-19.0% | $3,054+58.6% |
| Admin fee / account holder | $114 | $663-82.8% | $8,357-98.6% | $504-77.4% |