Filed April 27, 2009
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 9-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,083 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $95 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $30,479 | $37,117-17.9% | $147,614-79.4% | $55,191-44.8% |
| Participation rate | 28.0% | 63.6%-35.6pp | 84.6%-56.6pp | 69.2%-41.1pp |
| Annual return | -0.87% | 3.44%-4.3pp | 61.98%-62.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $182 | $1,620-88.8% | $5,564-96.7% | $1,899-90.4% |
| Participant deferral / active EE | $689 | $1,985-65.3% | $4,895-85.9% | $3,046-77.4% |
| Admin fee / account holder | $9 | $86-89.4% | $11,611-99.9% | $91-90.0% |