Filed September 23, 2008
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 |
|---|---|---|
Service code 13 · EIN 94-1606517 | Contract Administrator | $804 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $58,847 | $46,173+27.5% | $170,442-65.5% | $69,631-15.5% |
| Participation rate | 52.7% | 63.9%-11.2pp | 83.6%-30.9pp | 70.7%-18.0pp |
| Annual return | 14.71% | 21.62%-6.9pp | 205.93%-191.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,468 | $2,080+210.9% | $4,939+30.9% | $3,224+100.6% |
| Admin fee / account holder | $4 | $116-96.5% | $13,880-100.0% | $110-96.4% |