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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $82,125 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $66,896 |
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 | $40,830 | $79,519-48.7% | $95,952-57.4% | $73,409-44.4% |
| Participation rate | 97.4% | 81.2%+16.2pp | 77.1%+20.3pp | 72.2%+25.2pp |
| Annual return | -8.65% | 19.20%-27.9pp | 91.61%-100.3pp | 59.29%-67.9pp |
| Employer contribution / active EE | $1,920 | $2,048-6.2% | $2,541-24.4% | $2,234-14.0% |
| Participant deferral / active EE | $4,181 | $4,138+1.0% | $4,167+0.3% | $3,805+9.9% |
| Admin fee / account holder | $151 | $184-18.2% | $6,795-97.8% | $158-4.6% |