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.
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $130,729 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 925 4TH AVE STE 2000 · SEATTLE, WA 98104 | Advisory (Plan) | $55,523 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 26 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Advisory (Participants) | $4,229 |
ASCENSUS LLC6+ years Filed as: ASCENSUS CONSULTING Service code 15 1102 CHESTNUT HILLS PARKWAY, SUITE · FORT WAYNE, IN 46814 | Recordkeeping | $3,550 |
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 | $84,729 | $79,519+6.6% | $95,952-11.7% | $73,409+15.4% |
| Participation rate | 94.0% | 81.2%+12.8pp | 77.1%+16.9pp | 72.2%+21.8pp |
| Annual return | 12.78% | 19.20%-6.4pp | 91.61%-78.8pp | 59.29%-46.5pp |
| Employer contribution / active EE | $2,234 | $2,048+9.1% | $2,541-12.1% | $2,2340% |
| Participant deferral / active EE | $5,633 | $4,138+36.1% | $4,167+35.2% | $3,805+48.0% |
| Admin fee / account holder | $182 | $184-1.1% | $6,795-97.3% | $158+15.4% |