Filed October 18, 2004 (most recent of 3 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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $66,996 |
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $58,221 |
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 | $45,955 | $65,118-29.4% | $76,768-40.1% | $55,725-17.5% |
| Participation rate | 98.1% | 79.6%+18.5pp | 77.0%+21.2pp | 70.9%+27.3pp |
| Annual return | 11.90% | -1.27%+13.2pp | 2.43%+9.5pp | 244.93%-233.0pp |
| Employer contribution / active EE | $1,650 | $1,941-15.0% | $2,485-33.6% | $2,078-20.6% |
| Participant deferral / active EE | $3,469 | $3,688-5.9% | $3,852-9.9% | $3,356+3.4% |
| Admin fee / account holder | $157 | $116+35.8% | $6,675-97.6% | $115+36.6% |