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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $366,990 |
FIDUCIARY INVESTMENT ADVISORS6+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $61,732 |
CARON & BLETZER, PLLC6+ years Filed as: CARON & BLETZER, PLCC Service code 10 · EIN 04-3499945 | Accounting | $14,500 |
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 | $120,746 | $56,095+115.3% | $178,490-32.4% | $90,288+33.7% |
| Participation rate | 91.3% | 65.6%+25.7pp | 81.9%+9.4pp | 73.4%+17.9pp |
| Annual return | 12.67% | 28.81%-16.1pp | 151.07%-138.4pp | 53.97%-41.3pp |
| Employer contribution / active EE | $2,825 | $1,572+79.6% | $5,011-43.6% | $2,524+11.9% |
| Participant deferral / active EE | $6,691 | $2,669+150.7% | $5,202+28.6% | $4,232+58.1% |
| Admin fee / account holder | $68 | $101-32.8% | $13,984-99.5% | $114-40.7% |