Filed December 30, 1992
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,573 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $897 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,304 | $63,156-53.6% | $122,332-76.0% | $62,292-53.0% |
| Participation rate | 39.4% | 60.0%-20.6pp | 71.6%-32.2pp | 69.5%-30.1pp |
| Annual return | 12.50% | 20.61%-8.1pp | 30.27%-17.8pp | 28.90%-16.4pp |
| Employer contribution / active EE | $1,052 | $1,385-24.0% | $4,050-74.0% | $2,042-48.5% |
| Participant deferral / active EE | $392 | $2,321-83.1% | $3,287-88.1% | $3,169-87.6% |
| Admin fee / account holder | $125 | $440-71.5% | $5,478-97.7% | $479-73.8% |