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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $27,408 |
MORNINGSTAR3 years Service code 27 · EIN 36-4317381 | Advisory (Plan) | $7,607 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $54 |
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 | $119,957 | $56,095+113.8% | $178,490-32.8% | $90,288+32.9% |
| Participation rate | 77.3% | 65.6%+11.7pp | 81.9%-4.7pp | 73.4%+3.9pp |
| Annual return | 11.98% | 28.81%-16.8pp | 151.07%-139.1pp | 53.97%-42.0pp |
| Employer contribution / active EE | $3,201 | $1,572+103.6% | $5,011-36.1% | $2,524+26.8% |
| Participant deferral / active EE | $5,173 | $2,669+93.9% | $5,202-0.5% | $4,232+22.2% |
| Admin fee / account holder | $9 | $101-90.8% | $13,984-99.9% | $114-91.8% |