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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $451,280 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 20-8764829 | Advisory (Plan) | $63,750 |
MAILLIE LLP7+ years Service code 10 · EIN 23-1518888 | Accounting | $25,200 |
BALLARD SPAHR LLP3 years Filed as: BALLARD SPAHR, LLP Service code 29 · EIN 23-0382195 | Legal | $5,947 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,252 | $68,062-7.1% | $185,823-66.0% | $106,520-40.6% |
| Participation rate | 92.1% | 75.2%+16.9pp | 81.7%+10.4pp | 71.3%+20.8pp |
| Annual return | 11.39% | 18.20%-6.8pp | 122.05%-110.7pp | 19.28%-7.9pp |
| Employer contribution / active EE | $2,339 | $1,997+17.1% | $5,167-54.7% | $2,840-17.6% |
| Participant deferral / active EE | $4,588 | $3,990+15.0% | $5,568-17.6% | $4,948-7.3% |
| Admin fee / account holder | $39 | $53-26.6% | $16,237-99.8% | $75-48.1% |