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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $88,000 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $37,356 |
MAILLIE LLP2+ years Service code 10 · EIN 23-1518888 | Accounting | $17,775 |
BALLARD SPAHR LLP2+ years Service code 29 · EIN 23-0382195 | Legal | $4,910 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,980 | $43,110+2.0% | $156,549-71.9% | $65,292-32.6% |
| Participation rate | 95.2% | 69.3%+25.9pp | 84.0%+11.2pp | 72.4%+22.8pp |
| Annual return | 8.29% | 11.24%-3.0pp | 32.23%-23.9pp | 11.84%-3.6pp |
| Employer contribution / active EE | $1,677 | $1,702-1.5% | $5,501-69.5% | $2,302-27.1% |
| Participant deferral / active EE | $3,090 | $2,520+22.6% | $4,871-36.6% | $3,579-13.7% |
| Admin fee / account holder | $15 | $47-67.7% | $13,027-99.9% | $57-73.4% |