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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $81,543 |
MULTNOMAH GROUP3+ years Service code 16 · EIN 20-0361079 | Consulting | $25,555 |
Service code 15 · EIN 44-0308260 3520 BROADWAY · KANSAS CITY, MO 64121 | Recordkeeping | $9,822 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,745 | $46,173+35.9% | $170,442-63.2% | $69,631-9.9% |
| Participation rate | 80.3% | 63.9%+16.4pp | 83.6%-3.3pp | 70.7%+9.6pp |
| Annual return | 12.16% | 21.62%-9.5pp | 205.93%-193.8pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $3,186 | $1,610+97.9% | $5,433-41.4% | $2,032+56.8% |
| Participant deferral / active EE | $3,608 | $2,080+73.4% | $4,939-27.0% | $3,224+11.9% |
| Admin fee / account holder | $147 | $116+26.9% | $13,880-98.9% | $110+33.2% |