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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,172 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $17,279 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $15 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,485 | $50,127+148.3% | $149,673-16.8% | $80,160+55.3% |
| Participation rate | 79.3% | 64.3%+15.0pp | 78.8%+0.5pp | 72.9%+6.3pp |
| Annual return | 14.52% | 29.82%-15.3pp | 134.42%-119.9pp | 40.38%-25.9pp |
| Employer contribution / active EE | $3,520 | $1,865+88.8% | $4,818-26.9% | $2,978+18.2% |
| Participant deferral / active EE | $6,301 | $3,194+97.3% | $5,680+10.9% | $5,017+25.6% |
| Admin fee / account holder | $12 | $153-91.9% | $13,210-99.9% | $145-91.4% |