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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $33,079 |
FARBER HASS HURLEY LLP2+ years Service code 10 · EIN 20-4207759 | Accounting | $25,997 |
ALPHAPOINT, INC.2+ years Service code 27 · EIN 14-1884337 | Advisory (Plan) | $18,750 |
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).
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 | $88,965 | $37,213+139.1% | $156,549-43.2% | $63,975+39.1% |
| Participation rate | 76.0% | 65.0%+11.0pp | 84.0%-8.0pp | 71.1%+4.9pp |
| Annual return | 6.26% | 47.89%-41.6pp | 32.23%-26.0pp | 48.65%-42.4pp |
| Employer contribution / active EE | $2,903 | $1,357+113.9% | $5,501-47.2% | $2,182+33.1% |
| Participant deferral / active EE | $4,543 | $2,070+119.5% | $4,871-6.7% | $3,356+35.4% |
| Admin fee / account holder | $24 | $56-56.8% | $13,027-99.8% | $70-65.5% |