Filed April 30, 2006 (most recent of 2 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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $474,447 |
BALLARD SPAHR LLP6 years Filed as: BALLARD SPAHR, LLP Service code 29 · EIN 23-0382195 | Legal | $90,981 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 20-8764829 | Advisory (Plan) | $85,000 |
MAILLIE LLP10+ years Service code 10 · EIN 23-1518888 | Accounting | $19,750 |
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 | $71,119 | $73,283-3.0% | $155,509-54.3% | $106,382-33.1% |
| Participation rate | 96.4% | 73.3%+23.1pp | 78.2%+18.2pp | 69.9%+26.5pp |
| Annual return | 14.63% | 15.77%-1.1pp | 64.67%-50.0pp | 17.37%-2.7pp |
| Employer contribution / active EE | $2,742 | $2,247+22.0% | $4,672-41.3% | $3,364-18.5% |
| Participant deferral / active EE | $5,625 | $4,580+22.8% | $5,6260% | $5,569+1.0% |
| Admin fee / account holder | $42 | $56-25.7% | $15,912-99.7% | $79-47.4% |