Filed July 18, 2006
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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $56,773 |
BAIRD INSURANCE SERVICES INC3+ years Filed as: HILLIARD LYONS Service code 28 · EIN 26-2333067 | Investment Management | $22,658 |
DMLO2 years Filed as: DMLO CPAS Service code 10 · EIN 61-1064249 | Accounting | $9,800 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,694 | $37,196-71.2% | $154,107-93.1% | $55,725-80.8% |
| Participation rate | 84.3% | 64.1%+20.2pp | 83.0%+1.2pp | 70.9%+13.4pp |
| Annual return | 7.30% | 1319.68%-1312.4pp | 735.12%-727.8pp | 244.93%-237.6pp |
| Employer contribution / active EE | $406 | $1,614-74.8% | $5,298-92.3% | $2,078-80.5% |
| Participant deferral / active EE | $855 | $2,068-58.7% | $5,081-83.2% | $3,356-74.5% |
| Admin fee / account holder | $173 | $102+70.7% | $13,411-98.7% | $115+50.5% |