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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $104,289 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $88,000 |
MAILLIE LLP3+ years Service code 10 · EIN 23-1518888 | Accounting | $18,200 |
MPS COMMUNICATIONS1 year Filed as: MPS COMMUNICATION GRAPHICS Service code 16 · EIN 23-2808727 | Consulting | $11,512 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,353 | $48,835+3.1% | $170,442-70.5% | $177,276-71.6% |
| Participation rate | 99.5% | 72.1%+27.5pp | 83.6%+15.9pp | 74.8%+24.7pp |
| Annual return | 12.30% | 19.44%-7.1pp | 205.93%-193.6pp | 21.25%-9.0pp |
| Employer contribution / active EE | $1,976 | $1,798+9.9% | $5,433-63.6% | $2,479-20.3% |
| Participant deferral / active EE | $3,691 | $2,757+33.9% | $4,939-25.3% | $3,881-4.9% |
| Admin fee / account holder | $23 | $52-55.4% | $13,880-99.8% | $154-85.0% |