Filed September 29, 2005 (most recent of 6 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 Service code 13 · EIN 35-1140070 | Contract Administrator | $257,134 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $71,750 |
CARON & BLETZER, PLLC11+ years Filed as: CARON & BLETZER, PLCC Service code 10 · EIN 04-3499945 | Accounting | $19,000 |
DKC RETIREMENT ASSOCIATES5 years Service code 27 · EIN 06-1466133 | Advisory (Plan) | $6,000 |
Annual investment return 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 | $163,315 | $74,933+117.9% | $154,803+5.5% | $117,739+38.7% |
| Participation rate | 88.1% | 64.5%+23.6pp | 78.1%+10.0pp | 76.6%+11.4pp |
| Annual return | 13.28% | 17.34%-4.1pp | 58.88%-45.6pp | 17.29%-4.0pp |
| Employer contribution / active EE | $3,060 | $2,316+32.1% | $4,305-28.9% | $3,746-18.3% |
| Participant deferral / active EE | $7,961 | $3,942+101.9% | $5,540+43.7% | $6,128+29.9% |
| Admin fee / account holder | $59 | $129-54.1% | $14,329-99.6% | $112-47.0% |