Filed September 16, 1992
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 | $15,830 |
HUGHES, ROBERT L.2+ years Service code 49 · EIN 37-5722579 | Other Services | $3,875 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,431 |
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 | $36,230 | $60,165-39.8% | $74,183-51.2% | $55,167-34.3% |
| Participation rate | 61.0% | 74.2%-13.2pp | 76.6%-15.6pp | 69.0%-8.0pp |
| Annual return | 10.67% | 10.00%+0.7pp | 17.74%-7.1pp | 169.23%-158.6pp |
| Employer contribution / active EE | $421 | $1,600-73.7% | $2,370-82.2% | $1,963-78.5% |
| Participant deferral / active EE | $1,940 | $2,973-34.7% | $3,550-45.3% | $3,054-36.5% |
| Admin fee / account holder | $141 | $419-66.3% | $5,586-97.5% | $504-71.9% |