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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $565,484 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 20-8764829 | Advisory (Plan) | $85,000 |
BALLARD SPAHR LLP4 years Filed as: BALLARD SPAHR, LLP Service code 29 · EIN 23-0382195 | Legal | $23,698 |
MAILLIE LLP8+ years Service code 10 · EIN 23-1518888 | Accounting | $10,000 |
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 | $58,093 | $83,057-30.1% | $143,757-59.6% | $89,394-35.0% |
| Participation rate | 97.7% | 74.0%+23.7pp | 80.3%+17.4pp | 71.3%+26.5pp |
| Annual return | -11.93% | -13.97%+2.0pp | -0.04%-11.9pp | -11.89%0pp |
| Employer contribution / active EE | $2,570 | $2,095+22.7% | $4,951-48.1% | $3,022-15.0% |
| Participant deferral / active EE | $5,189 | $4,281+21.2% | $5,637-8.0% | $5,123+1.3% |
| Admin fee / account holder | $48 | $83-42.3% | $14,673-99.7% | $79-39.7% |