Filed November 5, 2009 (most recent of 2 filings on file)
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 CORPORATION1+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 1300 S CLINTON ST #150 · FT WAYNE, IN 46802 | Other Commissions | $34,623 |
JOHNSTON, GREMAUX & ROSSI, LLP1+ years Service code 10 333 CIVIC DRIVE · PLEASANT HILL, CA 94523 | Accounting | $12,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,625 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,491 | $57,096+56.7% | $94,224-5.0% | $55,191+62.1% |
| Participation rate | 81.6% | 75.7%+6.0pp | 78.8%+2.9pp | 69.2%+12.5pp |
| Annual return | -0.49% | 159.65%-160.1pp | 10.68%-11.2pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,496 | $1,708-12.4% | $3,587-58.3% | $1,899-21.2% |
| Participant deferral / active EE | $4,422 | $3,165+39.7% | $4,320+2.3% | $3,046+45.1% |
| Admin fee / account holder | $50 | $89-43.8% | $6,269-99.2% | $91-44.8% |