Filed January 29, 2008 (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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $514,276 |
FARBER HASS HURLEY LLP4+ years Filed as: FABER HASS HURLEY LLP Service code 10 · EIN 20-4207759 | Accounting | $22,350 |
COMMERCIAL SUPPORT SERVICES2 years Service code 17 · EIN 94-1606517 | Pension Consulting | $1,673 |
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 | $93,229 | $45,382+105.4% | $154,107-39.5% | $75,289+23.8% |
| Participation rate | 98.2% | 65.9%+32.3pp | 83.0%+15.2pp | 72.4%+25.8pp |
| Annual return | -4.09% | -0.47%-3.6pp | 735.12%-739.2pp | -0.04%-4.1pp |
| Employer contribution / active EE | $3,309 | $1,533+115.9% | $5,298-37.5% | $2,405+37.6% |
| Participant deferral / active EE | $7,308 | $2,384+206.5% | $5,081+43.8% | $3,739+95.5% |
| Admin fee / account holder | $164 | $89+83.3% | $13,411-98.8% | $102+60.0% |