Filed January 5, 2010 (most recent of 3 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 CORPORATION11+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $137,727 |
FIDUCIENT ADVISORS LLC4 years Service code 26 · EIN 36-4001764 | Advisory (Participants) | $20,160 |
BAKER NEWMAN NOYES8 years Service code 10 · EIN 01-0494526 | Accounting | $16,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,824 | $57,610-60.4% | $154,803-85.3% | $102,872-77.8% |
| Participation rate | 74.2% | 59.5%+14.8pp | 78.1%-3.9pp | 73.0%+1.2pp |
| Annual return | 14.15% | 30.49%-16.3pp | 58.88%-44.7pp | 19.06%-4.9pp |
| Employer contribution / active EE | $1,175 | $1,883-37.6% | $4,305-72.7% | $3,526-66.7% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,540-100.0% | $5,535-100.0% |
| Admin fee / account holder | $42 | $368-88.7% | $14,329-99.7% | $292-85.7% |