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 CORPORATION6+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Advisory (Plan) | $52,500 |
MOSS ADAMS LLP4 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $14,175 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,579 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $116,478 | $78,419+48.5% | $133,956-13.0% | $73,409+58.7% |
| Participation rate | 96.1% | 78.6%+17.5pp | 79.8%+16.2pp | 72.2%+23.9pp |
| Annual return | 15.23% | 33.35%-18.1pp | 45.09%-29.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $1,986 | $2,044-2.8% | $3,919-49.3% | $2,234-11.1% |
| Participant deferral / active EE | $7,068 | $3,925+80.1% | $5,048+40.0% | $3,805+85.7% |
| Admin fee / account holder | $53 | $161-67.2% | $8,927-99.4% | $158-66.5% |