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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $239,282 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $64,943 |
CARON & BLETZER, PLLC2+ years Filed as: CARON & BLETZER, PLCC Service code 10 · EIN 04-3499945 | Accounting | $13,287 |
DKC RETIREMENT ASSOCIATES2+ years Filed as: DKC RETIREMENT ASSOC. LLC Service code 17 · EIN 06-1466133 | Pension Consulting | $6,000 |
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 | $95,664 | $37,213+157.1% | $156,549-38.9% | $63,975+49.5% |
| Participation rate | 87.0% | 65.0%+22.1pp | 84.0%+3.0pp | 71.1%+15.9pp |
| Annual return | 8.71% | 47.89%-39.2pp | 32.23%-23.5pp | 48.65%-39.9pp |
| Employer contribution / active EE | $2,151 | $1,357+58.5% | $5,501-60.9% | $2,182-1.4% |
| Participant deferral / active EE | $5,009 | $2,070+141.9% | $4,871+2.8% | $3,356+49.2% |
| Admin fee / account holder | $61 | $56+8.3% | $13,027-99.5% | $70-13.4% |