Filed December 1, 2003 (most recent of 2 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 9-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 CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $84,855 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,915 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,228 | $94,833-34.4% | $75,696-17.8% | $86,799-28.3% |
| Participation rate | 78.7% | 79.1%-0.4pp | 74.8%+3.8pp | 72.3%+6.4pp |
| Annual return | 20.06% | 16.91%+3.2pp | 104.53%-84.5pp | 97.91%-77.8pp |
| Employer contribution / active EE | $1,651 | $2,904-43.2% | $2,743-39.8% | $2,405-31.4% |
| Participant deferral / active EE | $3,527 | $3,632-2.9% | $3,821-7.7% | $4,131-14.6% |
| Admin fee / account holder | $169 | $109+55.7% | $3,619-95.3% | $170-0.3% |