Filed January 5, 2010 (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 CORPORATION11+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $190,365 |
FIDUCIENT ADVISORS LLC4 years Service code 26 · EIN 36-4001764 | Advisory (Participants) | $27,360 |
BAKER NEWMAN NOYES8 years Service code 10 · EIN 01-0494526 | Accounting | $16,500 |
VERRILL DANA LLP11+ years Service code 29 · EIN 01-0176171 | Legal | $7,624 |
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 | $81,456 | $49,468+64.7% | $150,298-45.8% | $103,975-21.7% |
| Participation rate | 93.3% | 58.1%+35.2pp | 77.8%+15.6pp | 72.5%+20.8pp |
| Annual return | 15.89% | 38.98%-23.1pp | 62.79%-46.9pp | 19.41%-3.5pp |
| Employer contribution / active EE | $1,034 | $1,670-38.1% | $4,154-75.1% | $3,722-72.2% |
| Participant deferral / active EE | $4,603 | $2,650+73.7% | $5,453-15.6% | $5,343-13.9% |
| Admin fee / account holder | $42 | $385-89.1% | $14,116-99.7% | $332-87.4% |