Filed July 2, 2004 (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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $160,230 |
USI CONSULTING GROUP1 year Filed as: USI INVESTMENT CONSULTANTS Service code 27 · EIN 20-2885939 | Advisory (Plan) | $39,285 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $22,659 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,555 | $164,864-53.6% | $453,369-83.1% | $93,030-17.7% |
| Participation rate | 95.9% | 84.2%+11.7pp | 78.0%+17.9pp | 73.9%+22.0pp |
| Annual return | 13.19% | 17.89%-4.7pp | 64.40%-51.2pp | 158.70%-145.5pp |
| Employer contribution / active EE | $1,803 | $3,519-48.8% | $4,070-55.7% | $2,706-33.4% |
| Participant deferral / active EE | $3,894 | $5,690-31.6% | $6,209-37.3% | $4,562-14.7% |
| Admin fee / account holder | $131 | $104+25.9% | $11,209-98.8% | $152-13.5% |