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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $216,659 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $85,750 |
MAILLIE LLP5+ years Service code 10 · EIN 23-1518888 | Accounting | $20,300 |
BALLARD SPAHR LLP1 year Filed as: BALLARD SPAHR, LLP Service code 29 · EIN 23-0382195 | Legal | $20,003 |
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 | $45,483 | $58,202-21.9% | $172,739-73.7% | $89,569-49.2% |
| Participation rate | 97.8% | 72.8%+25.0pp | 82.6%+15.1pp | 69.6%+28.2pp |
| Annual return | 33.14% | 61.59%-28.4pp | 802.84%-769.7pp | 34.56%-1.4pp |
| Employer contribution / active EE | $1,755 | $1,759-0.2% | $5,143-65.9% | $2,584-32.1% |
| Participant deferral / active EE | $3,224 | $3,335-3.3% | $5,198-38.0% | $4,220-23.6% |
| Admin fee / account holder | $24 | $53-54.9% | $13,954-99.8% | $72-66.9% |