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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $592,082 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 20-8764829 | Advisory (Plan) | $85,000 |
MAILLIE LLP9+ years Service code 10 · EIN 23-1518888 | Accounting | $55,200 |
BALLARD SPAHR LLP5 years Filed as: BALLARD SPAHR, LLP Service code 29 · EIN 23-0382195 | Legal | $24,926 |
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 | $62,520 | $68,330-8.5% | $149,673-58.2% | $96,393-35.1% |
| Participation rate | 97.6% | 74.6%+23.0pp | 78.8%+18.9pp | 71.3%+26.4pp |
| Annual return | 14.02% | 29.64%-15.6pp | 134.42%-120.4pp | 22.88%-8.9pp |
| Employer contribution / active EE | $2,524 | $2,139+18.0% | $4,818-47.6% | $3,238-22.1% |
| Participant deferral / active EE | $5,133 | $4,422+16.1% | $5,680-9.6% | $5,455-5.9% |
| Admin fee / account holder | $48 | $52-7.6% | $13,210-99.6% | $74-35.0% |