Filed October 18, 2004 (most recent of 2 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 CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $526,714 |
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $109,228 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $81,849 |
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 | $97,003 | $57,610+68.4% | $154,803-37.3% | $102,872-5.7% |
| Participation rate | 98.8% | 59.5%+39.3pp | 78.1%+20.7pp | 73.0%+25.7pp |
| Annual return | 15.73% | 30.49%-14.8pp | 58.88%-43.2pp | 19.06%-3.3pp |
| Employer contribution / active EE | $4,260 | $1,883+126.2% | $4,305-1.1% | $3,526+20.8% |
| Participant deferral / active EE | $5,858 | $2,914+101.0% | $5,540+5.7% | $5,535+5.8% |
| Admin fee / account holder | $110 | $368-70.1% | $14,329-99.2% | $292-62.4% |