Filed August 11, 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 |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $8,525 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,476 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $481,906 | $92,985+418.3% | $153,432+214.1% | $80,874+495.9% |
| Participation rate | 98.9% | 69.0%+30.0pp | 77.1%+21.9pp | 67.6%+31.3pp |
| Annual return | 12.60% | 19.95%-7.3pp | 15.66%-3.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $16,109 | $3,507+359.3% | $5,038+219.8% | $2,756+484.6% |
| Participant deferral / active EE | $16,552 | $5,178+219.7% | $6,757+144.9% | $4,297+285.2% |
| Admin fee / account holder | $122 | $8,880-98.6% | $12,725-99.0% | $6,935-98.2% |