Filed June 30, 2010
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 |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1000 HARBOR BLVD, 5TH FLOOR · WEEHAWKEN, NJ 07076 | Advisory (Plan) | $94,886 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $10,177 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 26 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Advisory (Participants) | $4,317 |
ASCENSUS LLC1+ years Filed as: ASCENSUS CONSULTING Service code 15 1102 CHESTNUT HILLS PARKWAY, SUITE · FORT WAYNE, IN 46814 | Recordkeeping | $3,300 |
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 | $80,388 | $72,770+10.5% | $67,652+18.8% | $55,191+45.7% |
| Participation rate | 71.6% | 78.8%-7.1pp | 75.7%-4.0pp | 69.2%+2.5pp |
| Annual return | 0.54% | -3.26%+3.8pp | 6625.04%-6624.5pp | 10.78%-10.2pp |
| Employer contribution / active EE | $1,411 | $1,769-20.2% | $2,266-37.7% | $1,899-25.7% |
| Participant deferral / active EE | $3,802 | $3,408+11.5% | $3,560+6.8% | $3,046+24.8% |
| Admin fee / account holder | $93 | $79+18.4% | $4,821-98.1% | $91+2.8% |