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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $690,870 |
FARBER HASS HURLEY LLP8+ years Filed as: FABER HASS HURLEY LLP Service code 10 · EIN 20-4207759 | Accounting | $25,108 |
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 | $109,435 | $45,000+143.2% | $143,757-23.9% | $77,904+40.5% |
| Participation rate | 93.8% | 66.8%+27.0pp | 80.3%+13.5pp | 73.7%+20.1pp |
| Annual return | -14.23% | 29.03%-43.3pp | -0.04%-14.2pp | 12.21%-26.4pp |
| Employer contribution / active EE | $4,032 | $1,870+115.7% | $4,951-18.6% | $2,848+41.6% |
| Participant deferral / active EE | $8,562 | $3,157+171.2% | $5,637+51.9% | $4,806+78.2% |
| Admin fee / account holder | $194 | $98+96.9% | $14,673-98.7% | $133+46.2% |