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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $550,945 |
FARBER HASS HURLEY LLP5+ years Filed as: FABER HASS HURLEY LLP Service code 10 · EIN 20-4207759 | Accounting | $21,271 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,377 | $47,456+128.4% | $172,739-37.3% | $77,787+39.3% |
| Participation rate | 93.8% | 66.3%+27.5pp | 82.6%+11.1pp | 73.2%+20.5pp |
| Annual return | 19.26% | 35.57%-16.3pp | 802.84%-783.6pp | 32.57%-13.3pp |
| Employer contribution / active EE | $3,418 | $1,574+117.1% | $5,143-33.5% | $2,504+36.5% |
| Participant deferral / active EE | $7,366 | $2,560+187.8% | $5,198+41.7% | $3,967+85.7% |
| Admin fee / account holder | $164 | $81+103.4% | $13,954-98.8% | $100+64.4% |