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 CORPORATION5+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $108,461 |
BAKER NEWMAN NOYES2 years Service code 10 · EIN 01-0494526 | Accounting | $14,250 |
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 26 · EIN 20-4751585 | Advisory (Participants) | $9,600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,210 | $47,456-63.7% | $172,739-90.0% | $77,787-77.9% |
| Participation rate | 70.6% | 66.3%+4.3pp | 82.6%-12.1pp | 73.2%-2.7pp |
| Annual return | 16.26% | 35.57%-19.3pp | 802.84%-786.6pp | 32.57%-16.3pp |
| Employer contribution / active EE | $818 | $1,574-48.0% | $5,143-84.1% | $2,504-67.3% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $34 | $81-57.4% | $13,954-99.8% | $100-65.6% |