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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,205 |
MORNINGSTAR4 years Service code 27 · EIN 36-4317381 | Advisory (Plan) | $12,463 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $94 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,476 | $67,512+78.5% | $185,823-35.2% | $93,030+29.5% |
| Participation rate | 81.3% | 67.1%+14.2pp | 81.7%-0.4pp | 73.9%+7.4pp |
| Annual return | 12.33% | 21.04%-8.7pp | 122.05%-109.7pp | 158.70%-146.4pp |
| Employer contribution / active EE | $3,384 | $1,783+89.8% | $5,167-34.5% | $2,706+25.1% |
| Participant deferral / active EE | $5,774 | $3,035+90.2% | $5,568+3.7% | $4,562+26.5% |
| Admin fee / account holder | $7 | $318-97.9% | $16,237-100.0% | $152-95.7% |