Filed September 17, 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 9-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 CORPORATION9+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $46,978 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 24 E. COTA ST. SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Participants) | $19,470 |
PEERY & ASSOCIATES, INC.1 year Service code 15 · EIN 94-3274051 PO BOX 850 · PESCADERO, CA 94060 | Recordkeeping | $5,003 |
Service code 15 · EIN 20-3886993 PO BOX 6980 · WEST JORDAN, UT 84084 | Recordkeeping | $1,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,367 | $55,415-50.6% | $155,509-82.4% | $74,495-63.3% |
| Participation rate | 82.2% | 61.9%+20.3pp | 78.2%+4.0pp | 67.2%+15.0pp |
| Annual return | 13.86% | 268.50%-254.6pp | 64.67%-50.8pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,195 | $2,267-47.3% | $4,672-74.4% | $2,623-54.5% |
| Participant deferral / active EE | $1,445 | $2,836-49.0% | $5,626-74.3% | $4,346-66.7% |
| Admin fee / account holder | $280 | $1,738-83.9% | $15,912-98.2% | $1,942-85.6% |