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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $117,373 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $16,114 |
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 | $60,684 | $140,190-56.7% | $115,756-47.6% | $77,904-22.1% |
| Participation rate | 95.1% | 81.0%+14.1pp | 77.1%+18.0pp | 73.7%+21.4pp |
| Annual return | -15.42% | -13.46%-2.0pp | 143.14%-158.6pp | 12.21%-27.6pp |
| Employer contribution / active EE | $1,711 | $3,169-46.0% | $3,793-54.9% | $2,848-39.9% |
| Participant deferral / active EE | $3,841 | $5,401-28.9% | $6,254-38.6% | $4,806-20.1% |
| Admin fee / account holder | $77 | $138-44.3% | $8,124-99.1% | $133-41.8% |