Filed August 28, 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 Service code 13 · EIN 35-1140070 | Contract Administrator | $89,835 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON FINANCIAL ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $40,000 |
BKD, LLP3 years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $22,568 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,351 | $74,462-35.1% | $81,983-41.0% | $90,288-46.4% |
| Participation rate | 70.6% | 69.7%+1.0pp | 69.2%+1.4pp | 73.4%-2.7pp |
| Annual return | 13.22% | 17.56%-4.3pp | 41.31%-28.1pp | 53.97%-40.7pp |
| Employer contribution / active EE | $394 | $2,334-83.1% | $2,498-84.2% | $2,524-84.4% |
| Participant deferral / active EE | $3,109 | $3,602-13.7% | $3,722-16.5% | $4,232-26.5% |
| Admin fee / account holder | $126 | $98+28.2% | $5,664-97.8% | $114+10.2% |