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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $159,883 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 925 4TH AVE STE 2000 · SEATTLE, WA 98104 | Advisory (Plan) | $104,467 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 26 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Advisory (Participants) | $5,123 |
ASCENSUS LLC4+ years Filed as: ASCENSUS CONSULTING Service code 15 1102 CHESTNUT HILLS PARKWAY, SUITE · FORT WAYNE, IN 46814 | Recordkeeping | $4,400 |
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 | $64,150 | $65,118-1.5% | $76,768-16.4% | $55,725+15.1% |
| Participation rate | 91.5% | 79.6%+11.9pp | 77.0%+14.5pp | 70.9%+20.7pp |
| Annual return | -2.00% | -1.27%-0.7pp | 2.43%-4.4pp | 244.93%-246.9pp |
| Employer contribution / active EE | $1,893 | $1,941-2.5% | $2,485-23.8% | $2,078-8.9% |
| Participant deferral / active EE | $4,890 | $3,688+32.6% | $3,852+26.9% | $3,356+45.7% |
| Admin fee / account holder | $213 | $116+83.7% | $6,675-96.8% | $115+84.8% |