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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $479,104 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $58,968 |
CARON & BLETZER, PLLC3+ years Filed as: CARON & BLETZER, PLCC Service code 10 · EIN 04-3499945 | Accounting | $13,175 |
DKC RETIREMENT ASSOCIATES3+ 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 | $105,915 | $48,835+116.9% | $170,442-37.9% | $177,276-40.3% |
| Participation rate | 84.7% | 72.1%+12.6pp | 83.6%+1.1pp | 74.8%+9.9pp |
| Annual return | 15.97% | 19.44%-3.5pp | 205.93%-190.0pp | 21.25%-5.3pp |
| Employer contribution / active EE | $2,236 | $1,798+24.4% | $5,433-58.8% | $2,479-9.8% |
| Participant deferral / active EE | $5,340 | $2,757+93.7% | $4,939+8.1% | $3,881+37.6% |
| Admin fee / account holder | $102 | $52+96.3% | $13,880-99.3% | $154-33.8% |