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 CORPORATION3+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $107,591 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: FIDUCIARY INVESTMENT ADVIOSRS Service code 26 · EIN 20-4751585 | Advisory (Participants) | $37,440 |
VERRILL DANA LLP3+ years Service code 26 · EIN 01-0176171 | Advisory (Participants) | $2,043 |
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 | $62,543 | $44,989+39.0% | $170,442-63.3% | $77,958-19.8% |
| Participation rate | 76.3% | 64.6%+11.7pp | 83.6%-7.3pp | 71.6%+4.7pp |
| Annual return | 14.77% | 19.61%-4.8pp | 205.93%-191.2pp | 20.87%-6.1pp |
| Employer contribution / active EE | $653 | $1,466-55.4% | $5,433-88.0% | $2,310-71.7% |
| Participant deferral / active EE | $3,071 | $2,208+39.1% | $4,939-37.8% | $3,537-13.2% |
| Admin fee / account holder | $35 | $69-49.2% | $13,880-99.7% | $97-64.1% |