Filed August 29, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 94-1606517 | Contract Administrator | $10,671 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,181 |
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 | $41,283 | $45,382-9.0% | $154,107-73.2% | $75,289-45.2% |
| Participation rate | 79.4% | 65.9%+13.5pp | 83.0%-3.7pp | 72.4%+6.9pp |
| Annual return | -4.42% | -0.47%-3.9pp | 735.12%-739.5pp | -0.04%-4.4pp |
| Employer contribution / active EE | $3,202 | $1,533+108.9% | $5,298-39.6% | $2,405+33.1% |
| Participant deferral / active EE | $3,776 | $2,384+58.4% | $5,081-25.7% | $3,739+1.0% |
| Admin fee / account holder | $4 | $89-95.1% | $13,411-100.0% | $102-95.8% |