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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $336,278 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $85,000 |
MAILLIE LLP6+ years Service code 10 · EIN 23-1518888 | Accounting | $24,000 |
BALLARD SPAHR LLP2 years Filed as: BALLARD SPAHR, LLP Service code 29 · EIN 23-0382195 | Legal | $7,047 |
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 | $57,636 | $66,513-13.3% | $178,490-67.7% | $106,222-45.7% |
| Participation rate | 96.5% | 73.8%+22.7pp | 81.9%+14.6pp | 70.8%+25.7pp |
| Annual return | 13.59% | 21.81%-8.2pp | 151.07%-137.5pp | 21.69%-8.1pp |
| Employer contribution / active EE | $2,350 | $1,776+32.3% | $5,011-53.1% | $2,723-13.7% |
| Participant deferral / active EE | $4,519 | $3,679+22.8% | $5,202-13.1% | $4,600-1.8% |
| Admin fee / account holder | $34 | $53-37.4% | $13,984-99.8% | $78-57.3% |