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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $20,575 |
MORNINGSTAR1 year Service code 27 · EIN 36-4317381 | Advisory (Plan) | $5,629 |
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 | $96,514 | $45,382+112.7% | $154,107-37.4% | $75,289+28.2% |
| Participation rate | 77.8% | 65.9%+11.9pp | 83.0%-5.2pp | 72.4%+5.4pp |
| Annual return | -3.01% | -0.47%-2.5pp | 735.12%-738.1pp | -0.04%-3.0pp |
| Employer contribution / active EE | $3,078 | $1,533+100.8% | $5,298-41.9% | $2,405+28.0% |
| Participant deferral / active EE | $4,902 | $2,384+105.6% | $5,081-3.5% | $3,739+31.1% |
| Admin fee / account holder | $8 | $89-91.5% | $13,411-99.9% | $102-92.6% |