Filed January 23, 2006
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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,707 |
MORNINGSTAR7 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $23,135 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,609 | $53,136+159.0% | $155,509-11.5% | $199,593-31.1% |
| Participation rate | 86.3% | 64.1%+22.2pp | 78.2%+8.1pp | 72.0%+14.3pp |
| Annual return | 12.72% | 41.15%-28.4pp | 64.67%-52.0pp | 34.25%-21.5pp |
| Employer contribution / active EE | $3,883 | $1,851+109.8% | $4,672-16.9% | $3,034+28.0% |
| Participant deferral / active EE | $6,889 | $3,161+118.0% | $5,626+22.4% | $5,087+35.4% |
| Admin fee / account holder | $15 | $185-91.9% | $15,912-99.9% | $269-94.4% |