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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $424,109 |
FARBER HASS HURLEY LLP6+ years Filed as: FABER HASS HURLEY LLP Service code 10 · EIN 20-4207759 | Accounting | $22,157 |
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 | $124,176 | $56,095+121.4% | $178,490-30.4% | $90,288+37.5% |
| Participation rate | 96.1% | 65.6%+30.6pp | 81.9%+14.2pp | 73.4%+22.8pp |
| Annual return | 13.95% | 28.81%-14.9pp | 151.07%-137.1pp | 53.97%-40.0pp |
| Employer contribution / active EE | $2,223 | $1,572+41.4% | $5,011-55.6% | $2,524-11.9% |
| Participant deferral / active EE | $7,956 | $2,669+198.1% | $5,202+52.9% | $4,232+88.0% |
| Admin fee / account holder | $129 | $101+28.4% | $13,984-99.1% | $114+13.3% |