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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,462 |
COMMERCIAL SUPPORT SERVICES2 years Service code 13 · EIN 94-1606517 | Contract Administrator | $5,419 |
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 | $50,471 | $47,456+6.4% | $172,739-70.8% | $77,787-35.1% |
| Participation rate | 82.4% | 66.3%+16.1pp | 82.6%-0.2pp | 73.2%+9.2pp |
| Annual return | 16.26% | 35.57%-19.3pp | 802.84%-786.6pp | 32.57%-16.3pp |
| Employer contribution / active EE | $3,420 | $1,574+117.3% | $5,143-33.5% | $2,504+36.6% |
| Participant deferral / active EE | $4,295 | $2,560+67.8% | $5,198-17.4% | $3,967+8.3% |
| Admin fee / account holder | $5 | $81-93.6% | $13,954-100.0% | $100-94.8% |