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 CORPORATION5+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $124,031 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Filed as: FIDUCIARY INVESTMENT ADVIOSRS Service code 26 · EIN 20-4751585 | Advisory (Participants) | $37,440 |
BAKER NEWMAN NOYES2 years Service code 10 · EIN 01-0494526 | Accounting | $14,250 |
VERRILL DANA LLP5+ years Service code 26 · EIN 01-0176171 | Advisory (Participants) | $3,814 |
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 | $69,988 | $47,456+47.5% | $172,739-59.5% | $77,787-10.0% |
| Participation rate | 71.0% | 66.3%+4.7pp | 82.6%-11.6pp | 73.2%-2.2pp |
| Annual return | 18.09% | 35.57%-17.5pp | 802.84%-784.8pp | 32.57%-14.5pp |
| Employer contribution / active EE | $657 | $1,574-58.2% | $5,143-87.2% | $2,504-73.8% |
| Participant deferral / active EE | $3,106 | $2,560+21.3% | $5,198-40.2% | $3,967-21.7% |
| Admin fee / account holder | $44 | $81-46.1% | $13,954-99.7% | $100-56.4% |