Filed December 28, 1992
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 | $184,736 |
SASSETTI LLC1 year Service code 10 · EIN 36-2239746 | Accounting | $20,700 |
Filed as: UBS FINANCIAL SERVICES, LLC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,750 |
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 | $95,889 | $185,342-48.3% | $111,297-13.8% | $86,799+10.5% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 14.51% | 500.80%-486.3pp | 54.65%-40.1pp | 97.91%-83.4pp |
| Employer contribution / active EE | $3,171 | $2,246+41.2% | $2,731+16.1% | $2,405+31.8% |
| Participant deferral / active EE | $8,042 | $4,458+80.4% | $4,487+79.2% | $4,131+94.7% |
| Admin fee / account holder | $208 | $255-18.6% | $7,964-97.4% | $170+22.6% |