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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $66,240 |
MULTNOMAH GROUP2+ years Service code 16 · EIN 20-0361079 | Consulting | $22,499 |
Service code 15 · EIN 44-0308260 3520 BROADWAY · KANSAS CITY, MO 64121 | Recordkeeping | $9,820 |
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 | $55,014 | $36,916+49.0% | $156,549-64.9% | $57,658-4.6% |
| Participation rate | 85.8% | 63.4%+22.4pp | 84.0%+1.8pp | 70.2%+15.6pp |
| Annual return | 6.98% | 12.38%-5.4pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $2,954 | $1,571+88.1% | $5,501-46.3% | $1,974+49.7% |
| Participant deferral / active EE | $3,594 | $1,926+86.7% | $4,871-26.2% | $3,061+17.4% |
| Admin fee / account holder | $127 | $82+54.0% | $13,027-99.0% | $95+34.4% |