Filed October 18, 2004
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 Service code 13 · EIN 35-1140070 | Contract Administrator | $19,333 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $6,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,694 | $52,293-24.1% | $178,490-77.8% | $73,409-45.9% |
| Participation rate | 48.3% | 65.3%-17.0pp | 81.9%-33.6pp | 72.2%-23.9pp |
| Annual return | 16.74% | 34.75%-18.0pp | 151.07%-134.3pp | 59.29%-42.6pp |
| Employer contribution / active EE | $721 | $1,735-58.5% | $5,011-85.6% | $2,234-67.7% |
| Participant deferral / active EE | $836 | $2,332-64.2% | $5,202-83.9% | $3,805-78.0% |
| Admin fee / account holder | $130 | $127+2.1% | $13,984-99.1% | $158-17.6% |