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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $585,871 |
FARBER HASS HURLEY LLP7+ years Filed as: FABER HASS HURLEY LLP Service code 10 · EIN 20-4207759 | Accounting | $20,071 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,277 | $67,512+113.7% | $185,823-22.4% | $93,030+55.1% |
| Participation rate | 94.6% | 67.1%+27.4pp | 81.7%+12.9pp | 73.9%+20.7pp |
| Annual return | 13.94% | 21.04%-7.1pp | 122.05%-108.1pp | 158.70%-144.8pp |
| Employer contribution / active EE | $3,837 | $1,783+115.2% | $5,167-25.7% | $2,706+41.8% |
| Participant deferral / active EE | $8,287 | $3,035+173.0% | $5,568+48.8% | $4,562+81.6% |
| Admin fee / account holder | $177 | $318-44.3% | $16,237-98.9% | $152+16.6% |