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 CORPORATION5+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Advisory (Plan) | $51,500 |
MOSS ADAMS LLP3 years Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $13,663 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,882 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,368 |
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 | $102,453 | $69,159+48.1% | $125,175-18.2% | $67,579+51.6% |
| Participation rate | 96.2% | 78.2%+18.0pp | 79.8%+16.4pp | 71.3%+24.9pp |
| Annual return | 27.84% | 27.12%+0.7pp | 43.79%-15.9pp | 378.56%-350.7pp |
| Employer contribution / active EE | $1,646 | $2,023-18.7% | $3,865-57.4% | $2,148-23.4% |
| Participant deferral / active EE | $6,299 | $3,700+70.3% | $4,937+27.6% | $3,539+78.0% |
| Admin fee / account holder | $133 | $142-6.5% | $9,702-98.6% | $142-6.9% |