Filed April 30, 2009 (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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $403,582 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $142,339 |
BAKER NEWMAN NOYES8 years Filed as: BAKER, NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $19,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,548 | $53,136+111.8% | $155,509-27.6% | $199,593-43.6% |
| Participation rate | 72.3% | 64.1%+8.2pp | 78.2%-5.9pp | 72.0%+0.3pp |
| Annual return | 13.11% | 41.15%-28.0pp | 64.67%-51.6pp | 34.25%-21.1pp |
| Employer contribution / active EE | $521 | $1,851-71.8% | $4,672-88.8% | $3,034-82.8% |
| Participant deferral / active EE | $5,076 | $3,161+60.6% | $5,626-9.8% | $5,087-0.2% |
| Admin fee / account holder | $472 | $185+154.6% | $15,912-97.0% | $269+75.6% |