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 | $57,610+41.4% | $154,803-47.4% | $102,872-20.8% |
| Participation rate | 93.3% | 59.5%+33.9pp | 78.1%+15.3pp | 73.0%+20.3pp |
| Annual return | 15.89% | 30.49%-14.6pp | 58.88%-43.0pp | 19.06%-3.2pp |
| Employer contribution / active EE | $1,034 | $1,883-45.1% | $4,305-76.0% | $3,526-70.7% |
| Participant deferral / active EE | $4,603 | $2,914+57.9% | $5,540-16.9% | $5,535-16.8% |
| Admin fee / account holder | $42 | $368-88.6% | $14,329-99.7% | $292-85.6% |