Filed December 1, 2010 (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 |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $53,234 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL Service code 13 · EIN 35-1140070 | Contract Administrator | $1,802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,550 | $39,859-28.4% | $78,689-63.7% | $57,658-50.5% |
| Participation rate | 58.4% | 66.1%-7.7pp | 73.6%-15.2pp | 70.2%-11.9pp |
| Annual return | 9.49% | 18.96%-9.5pp | 62.18%-52.7pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,034 | $1,786-42.1% | $2,851-63.7% | $1,974-47.6% |
| Participant deferral / active EE | $1,289 | $2,248-42.7% | $3,517-63.4% | $3,061-57.9% |
| Admin fee / account holder | $116 | $76+52.1% | $4,510-97.4% | $95+22.6% |