Filed October 18, 2004
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 12 · EIN 13-3689044 | Float revenue; Sales loads (front end... | $232,701 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $62,383 | $37,213+67.6% | $156,549-60.2% | $63,975-2.5% |
| Participation rate | 92.6% | 65.0%+27.6pp | 84.0%+8.6pp | 71.1%+21.5pp |
| Annual return | 7.52% | 47.89%-40.4pp | 32.23%-24.7pp | 48.65%-41.1pp |
| Employer contribution / active EE | $1,711 | $1,357+26.1% | $5,501-68.9% | $2,182-21.6% |
| Participant deferral / active EE | $4,842 | $2,070+133.9% | $4,871-0.6% | $3,356+44.3% |
| Admin fee / account holder | $71 | $56+25.5% | $13,027-99.5% | $70+0.4% |