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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $56,680 |
MORNINGSTAR2 years Service code 27 · EIN 36-4317381 | Advisory (Plan) | $5,514 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,156 | $47,456+132.1% | $172,739-36.2% | $77,787+41.6% |
| Participation rate | 78.7% | 66.3%+12.4pp | 82.6%-4.0pp | 73.2%+5.5pp |
| Annual return | 16.87% | 35.57%-18.7pp | 802.84%-786.0pp | 32.57%-15.7pp |
| Employer contribution / active EE | $3,146 | $1,574+99.8% | $5,143-38.8% | $2,504+25.6% |
| Participant deferral / active EE | $5,126 | $2,560+100.3% | $5,198-1.4% | $3,967+29.2% |
| Admin fee / account holder | $18 | $81-77.6% | $13,954-99.9% | $100-81.9% |