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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $84,326 |
Filed as: STOVALL, GRANDEY & ALLEN Service code 10 · EIN 75-2678894 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,965 | $100,227-33.2% | $169,993-60.6% | $74,419-10.0% |
| Participation rate | 79.5% | 87.3%-7.9pp | 87.0%-7.5pp | 70.7%+8.7pp |
| Annual return | 17.10% | 66.08%-49.0pp | 53.37%-36.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $2,941 | $4,263-31.0% | $6,785-56.7% | $2,637+11.5% |
| Participant deferral / active EE | $4,572 | $7,143-36.0% | $10,408-56.1% | $4,528+1.0% |
| Admin fee / account holder | $346 | $234+47.8% | $12,815-97.3% | $348-0.4% |