Filed July 22, 2010 (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 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 |
|---|---|---|
Filed as: LINCOLN RETIREMENT SERVICES Service code 27 · EIN 35-0472300 | Advisory (Plan) | $73,077 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $60,837 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $17,180 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,250 |
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 | $22,757 | $36,916-38.4% | $156,549-85.5% | $57,658-60.5% |
| Participation rate | 96.9% | 63.4%+33.4pp | 84.0%+12.9pp | 70.2%+26.7pp |
| Annual return | 7.80% | 12.38%-4.6pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,773 | $1,926+44.0% | $4,871-43.1% | $3,061-9.4% |
| Admin fee / account holder | $137 | $82+65.7% | $13,027-99.0% | $95+44.6% |