Filed June 8, 2009
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 | $8,215 |
Filed as: KERBERROSE WEALTH MGT LLC Service code 27 115 E 15TH ST · SHAWANO, WI 54166 | Advisory (Plan) | $7,714 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,919 | $58,879-56.0% | $178,490-85.5% | $73,488-64.7% |
| Participation rate | 91.2% | 66.2%+25.0pp | 81.9%+9.3pp | 70.7%+20.5pp |
| Annual return | 16.49% | 24.86%-8.4pp | 151.07%-134.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $2,188 | $2,236-2.2% | $5,011-56.3% | $2,270-3.6% |
| Participant deferral / active EE | $4,009 | $2,567+56.2% | $5,202-22.9% | $3,740+7.2% |
| Admin fee / account holder | $83 | $400-79.4% | $13,984-99.4% | $513-83.9% |