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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $207,088 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $88,000 |
MPS COMMUNICATIONS2 years Filed as: MPS COMMUNICATION GRAPHICS Service code 16 · EIN 23-2808727 | Consulting | $28,388 |
MAILLIE LLP4+ years Service code 10 · EIN 23-1518888 | Accounting | $19,700 |
BALLARD SPAHR LLP1 year Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $12,612 |
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 | $48,609 | $44,007+10.5% | $154,107-68.5% | $68,904-29.5% |
| Participation rate | 96.7% | 70.0%+26.7pp | 83.0%+13.7pp | 74.1%+22.6pp |
| Annual return | -3.13% | 8.15%-11.3pp | 735.12%-738.2pp | 1.07%-4.2pp |
| Employer contribution / active EE | $2,014 | $1,732+16.3% | $5,298-62.0% | $2,540-20.7% |
| Participant deferral / active EE | $3,930 | $2,813+39.7% | $5,081-22.6% | $4,015-2.1% |
| Admin fee / account holder | $36 | $65-45.0% | $13,411-99.7% | $71-50.1% |