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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $578,454 |
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $60,369 |
CARON & BLETZER, PLLC5+ years Filed as: CARON & BLETZER, PLCC Service code 10 · EIN 04-3499945 | Accounting | $14,459 |
DKC RETIREMENT ASSOCIATES5+ 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 | $109,949 | $53,565+105.3% | $172,739-36.3% | $82,204+33.8% |
| Participation rate | 89.7% | 69.6%+20.0pp | 82.6%+7.0pp | 73.4%+16.3pp |
| Annual return | 22.64% | 31.42%-8.8pp | 802.84%-780.2pp | 26.31%-3.7pp |
| Employer contribution / active EE | $2,410 | $1,857+29.8% | $5,143-53.1% | $2,707-11.0% |
| Participant deferral / active EE | $5,948 | $3,006+97.9% | $5,198+14.4% | $4,246+40.1% |
| Admin fee / account holder | $68 | $61+10.6% | $13,954-99.5% | $76-10.2% |