Filed December 11, 2012
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 |
|---|---|---|
BKD, LLP2 years Filed as: BKD WEALTH ADVISORS, LLC Service code 26 · EIN 44-0160260 | Advisory (Participants) | $14,105 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $755 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $446 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,043 | $89,739-52.0% | $149,718-71.3% | $62,292-30.9% |
| Participation rate | 97.3% | 85.1%+12.2pp | 87.1%+10.2pp | 69.5%+27.8pp |
| Annual return | 14.91% | 21.01%-6.1pp | 1501.63%-1486.7pp | 28.90%-14.0pp |
| Employer contribution / active EE | $2,009 | $3,233-37.9% | $5,445-63.1% | $2,042-1.6% |
| Participant deferral / active EE | $4,551 | $4,797-5.1% | $6,569-30.7% | $3,169+43.6% |
| Admin fee / account holder | $100 | $551-81.9% | $11,283-99.1% | $479-79.2% |