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 INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1000 HARBOR BLVD, 5TH FLOOR · WEEHAWKEN, NJ 07076 | Advisory (Plan) | $96,722 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $10,991 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 26 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Advisory (Participants) | $4,574 |
ASCENSUS LLC2+ years Filed as: ASCENSUS CONSULTING Service code 15 1102 CHESTNUT HILLS PARKWAY, SUITE · FORT WAYNE, IN 46814 | Recordkeeping | $2,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,978 | $63,905+6.4% | $74,183-8.4% | $57,658+17.9% |
| Participation rate | 91.1% | 79.8%+11.4pp | 76.6%+14.5pp | 70.2%+20.9pp |
| Annual return | 6.87% | 60.60%-53.7pp | 17.74%-10.9pp | 5.13%+1.7pp |
| Employer contribution / active EE | $1,682 | $1,840-8.6% | $2,370-29.0% | $1,974-14.8% |
| Participant deferral / active EE | $4,147 | $3,448+20.3% | $3,550+16.8% | $3,061+35.5% |
| Admin fee / account holder | $22 | $91-75.4% | $5,586-99.6% | $95-76.3% |