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 CORPORATION4+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Advisory (Plan) | $59,500 |
MOSS ADAMS LLP2 years Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $12,600 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,136 |
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 | $89,274 | $62,267+43.4% | $110,238-19.0% | $55,725+60.2% |
| Participation rate | 96.2% | 78.1%+18.1pp | 79.8%+16.4pp | 70.9%+25.4pp |
| Annual return | -3.48% | -1.07%-2.4pp | 314.74%-318.2pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,576 | $1,941-18.8% | $3,826-58.8% | $2,078-24.2% |
| Participant deferral / active EE | $6,014 | $3,516+71.1% | $4,672+28.7% | $3,356+79.2% |
| Admin fee / account holder | $154 | $121+27.2% | $8,547-98.2% | $115+33.6% |