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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $86,238 |
MULTNOMAH GROUP6+ years Service code 16 · EIN 20-0361079 | Consulting | $29,417 |
Service code 15 · EIN 44-0308260 3520 BROADWAY · KANSAS CITY, MO 64121 | Recordkeeping | $6,309 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $0 |
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 | $75,118 | $52,293+43.6% | $178,490-57.9% | $73,409+2.3% |
| Participation rate | 78.8% | 65.3%+13.5pp | 81.9%-3.1pp | 72.2%+6.7pp |
| Annual return | 12.91% | 34.75%-21.8pp | 151.07%-138.2pp | 59.29%-46.4pp |
| Employer contribution / active EE | $3,267 | $1,735+88.2% | $5,011-34.8% | $2,234+46.2% |
| Participant deferral / active EE | $4,201 | $2,332+80.1% | $5,202-19.2% | $3,805+10.4% |
| Admin fee / account holder | $138 | $127+8.5% | $13,984-99.0% | $158-12.5% |