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 CORPORATION5 years Service code 13 · EIN 35-0472300 | Contract Administrator | $98,330 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $46,722 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,062 | $91,762-33.5% | $67,502-9.5% | $77,643-21.4% |
| Participation rate | 73.2% | 75.9%-2.7pp | 72.9%+0.4pp | 70.6%+2.7pp |
| Annual return | 14.21% | 14.87%-0.7pp | 3512.12%-3497.9pp | 31.24%-17.0pp |
| Employer contribution / active EE | $616 | $3,181-80.6% | $2,731-77.4% | $2,726-77.4% |
| Participant deferral / active EE | $4,132 | $3,903+5.9% | $4,000+3.3% | $4,647-11.1% |
| Admin fee / account holder | $169 | $176-3.7% | $3,998-95.8% | $430-60.6% |