Filed May 15, 2013
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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $306,698 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $78,225 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $73,427 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $19,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,427 | $148,970-63.5% | $136,007-60.0% | $199,768-72.8% |
| Participation rate | 77.0% | 79.4%-2.4pp | 76.5%+0.6pp | 72.0%+5.0pp |
| Annual return | 13.22% | 27.07%-13.8pp | 579.32%-566.1pp | 34.26%-21.0pp |
| Employer contribution / active EE | $1,611 | $3,561-54.8% | $4,215-61.8% | $3,037-46.9% |
| Participant deferral / active EE | $4,949 | $6,140-19.4% | $7,024-29.5% | $5,090-2.8% |
| Admin fee / account holder | $131 | $144-8.7% | $6,858-98.1% | $269-51.2% |