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 | Recordkeeping and information managem... | $315,876 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $21,100 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $75 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $60,059 | $45,382+32.3% | $154,107-61.0% | $75,289-20.2% |
| Participation rate | 89.7% | 65.9%+23.8pp | 83.0%+6.7pp | 72.4%+17.3pp |
| Annual return | -2.65% | -0.47%-2.2pp | 735.12%-737.8pp | -0.04%-2.6pp |
| Employer contribution / active EE | $1,629 | $1,533+6.3% | $5,298-69.2% | $2,405-32.3% |
| Participant deferral / active EE | $5,243 | $2,384+119.9% | $5,081+3.2% | $3,739+40.2% |
| Admin fee / account holder | $77 | $89-14.2% | $13,411-99.4% | $102-25.0% |