Filed April 13, 2010
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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $65,346 |
MULTNOMAH GROUP1+ years Service code 16 · EIN 20-0361079 | Consulting | $21,338 |
Service code 15 · EIN 44-0308260 3520 BROADWAY · KANSAS CITY, MO 64121 | Recordkeeping | $9,949 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,013 | $37,117+40.1% | $147,614-64.8% | $55,191-5.8% |
| Participation rate | 86.5% | 63.6%+22.9pp | 84.6%+1.9pp | 69.2%+17.3pp |
| Annual return | 0.53% | 3.44%-2.9pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $3,170 | $1,620+95.7% | $5,564-43.0% | $1,899+67.0% |
| Participant deferral / active EE | $3,889 | $1,985+95.9% | $4,895-20.6% | $3,046+27.7% |
| Admin fee / account holder | $132 | $86+53.9% | $11,611-98.9% | $91+45.0% |