Filed October 18, 2004 (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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $75,418 |
Filed as: STOVALL, GRANDEY & ALLEN Service code 10 · EIN 75-2678894 | Accounting | $11,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,849 | $86,897-47.2% | $151,611-69.8% | $64,808-29.3% |
| Participation rate | 92.4% | 87.3%+5.1pp | 87.5%+4.9pp | 71.5%+20.9pp |
| Annual return | -13.97% | -3.57%-10.4pp | 3.33%-17.3pp | 32.82%-46.8pp |
| Employer contribution / active EE | $2,750 | $4,010-31.4% | $6,166-55.4% | $2,506+9.7% |
| Participant deferral / active EE | $4,185 | $6,690-37.4% | $8,363-50.0% | $4,310-2.9% |
| Admin fee / account holder | $281 | $153+83.5% | $11,616-97.6% | $188+49.5% |