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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $72,595 |
ADP BROKER-DEALER4+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $67,423 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,750 | $73,404-33.6% | $87,100-44.0% | $67,579-27.9% |
| Participation rate | 97.6% | 80.9%+16.7pp | 76.9%+20.7pp | 71.3%+26.3pp |
| Annual return | 8.62% | 48.29%-39.7pp | 28.19%-19.6pp | 378.56%-369.9pp |
| Employer contribution / active EE | $3,627 | $2,014+80.1% | $2,521+43.9% | $2,148+68.9% |
| Participant deferral / active EE | $3,961 | $3,913+1.2% | $4,049-2.2% | $3,539+11.9% |
| Admin fee / account holder | $161 | $142+13.6% | $7,497-97.9% | $142+13.0% |