Filed January 1, 2004
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 | $17,607 |
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $5,146 |
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 | $34,617 | $54,573-36.6% | $90,951-61.9% | $73,488-52.9% |
| Participation rate | 83.5% | 61.2%+22.3pp | 69.0%+14.5pp | 70.7%+12.8pp |
| Annual return | 12.27% | 16.69%-4.4pp | 134.60%-122.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,955 | $991+97.2% | $2,122-7.8% | $2,270-13.9% |
| Participant deferral / active EE | $2,964 | $2,517+17.8% | $3,373-12.1% | $3,740-20.7% |
| Admin fee / account holder | $143 | $521-72.7% | $5,959-97.6% | $513-72.2% |