Filed April 4, 2011
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 CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $145,622 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,198 |
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 | $62,545 | $96,458-35.2% | $136,294-54.1% | $77,958-19.8% |
| Participation rate | 94.5% | 75.4%+19.1pp | 81.9%+12.5pp | 71.6%+22.8pp |
| Annual return | 17.02% | 23.78%-6.8pp | 5155.94%-5138.9pp | 20.87%-3.8pp |
| Employer contribution / active EE | $2,934 | $3,144-6.7% | $4,695-37.5% | $2,310+27.0% |
| Participant deferral / active EE | $4,132 | $5,902-30.0% | $6,247-33.9% | $3,537+16.8% |
| Admin fee / account holder | $21 | $80-74.0% | $9,243-99.8% | $97-78.5% |