Filed September 30, 2005
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 CORPORATION2+ years Service code 13 · EIN 35-1140070 P.O. BOX 2248 · FORT WAYNE, IN 468012248 | Contract Administrator | $21,704 |
SUNWEST PENSIONS2+ years Service code 15 · EIN 86-0922116 | Recordkeeping | $7,820 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,101 | $52,884-63.9% | $84,750-77.5% | $55,167-65.4% |
| Participation rate | 75.0% | 67.5%+7.5pp | 76.6%-1.6pp | 69.0%+6.0pp |
| Annual return | 6.98% | 18.03%-11.1pp | 22.78%-15.8pp | 169.23%-162.2pp |
| Employer contribution / active EE | $327 | $2,233-85.4% | $3,574-90.8% | $1,963-83.3% |
| Participant deferral / active EE | $1,636 | $2,644-38.1% | $3,712-55.9% | $3,054-46.4% |
| Admin fee / account holder | $98 | $581-83.1% | $5,332-98.2% | $504-80.5% |