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 GROUP2+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Trustee (direct... | $61,460 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN NATIONAL Service code 13 · EIN 35-1140070 | Contract Administrator | $1,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,907 | $46,100-39.5% | $86,590-67.8% | $69,631-59.9% |
| Participation rate | 58.4% | 67.2%-8.7pp | 73.5%-15.1pp | 70.7%-12.3pp |
| Annual return | 11.63% | 21.02%-9.4pp | 964.84%-953.2pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $1,224 | $1,850-33.8% | $2,839-56.9% | $2,032-39.8% |
| Participant deferral / active EE | $1,345 | $2,432-44.7% | $3,609-62.7% | $3,224-58.3% |
| Admin fee / account holder | $126 | $94+34.6% | $4,906-97.4% | $110+14.4% |