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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $100,817 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, LLC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,750 |
SASSETTI LLC2 years Service code 10 · EIN 36-2239746 | Accounting | $11,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,738 | $72,254+20.0% | $86,677+0.1% | $64,808+33.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -13.96% | 392.42%-406.4pp | 35.91%-49.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $3,018 | $2,393+26.1% | $2,836+6.4% | $2,506+20.5% |
| Participant deferral / active EE | $7,816 | $4,658+67.8% | $4,656+67.9% | $4,310+81.3% |
| Admin fee / account holder | $135 | $174-22.3% | $7,493-98.2% | $188-28.1% |