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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $136,379 |
ADP BROKER-DEALER7+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $93,837 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,239 | $130,141-59.9% | $86,677-39.7% | $77,904-32.9% |
| Participation rate | 96.8% | 85.9%+10.9pp | 76.6%+20.3pp | 73.7%+23.2pp |
| Annual return | 4.79% | -12.75%+17.5pp | 35.91%-31.1pp | 12.21%-7.4pp |
| Employer contribution / active EE | $2,852 | $3,220-11.4% | $2,836+0.6% | $2,848+0.2% |
| Participant deferral / active EE | $5,243 | $5,757-8.9% | $4,656+12.6% | $4,806+9.1% |
| Admin fee / account holder | $173 | $132+31.6% | $7,493-97.7% | $133+30.8% |