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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,558 |
MORNINGSTAR5 years Service code 27 · EIN 36-4317381 | Advisory (Plan) | $17,390 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $40 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,639 | $45,000+148.1% | $143,757-22.3% | $77,904+43.3% |
| Participation rate | 79.5% | 66.8%+12.7pp | 80.3%-0.8pp | 73.7%+5.9pp |
| Annual return | -12.58% | 29.03%-41.6pp | -0.04%-12.5pp | 12.21%-24.8pp |
| Employer contribution / active EE | $3,431 | $1,870+83.5% | $4,951-30.7% | $2,848+20.5% |
| Participant deferral / active EE | $6,085 | $3,157+92.8% | $5,637+8.0% | $4,806+26.6% |
| Admin fee / account holder | $11 | $98-89.0% | $14,673-99.9% | $133-91.8% |