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 CORPORATION6+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $113,100 |
BAKER NEWMAN NOYES3 years Service code 10 · EIN 01-0494526 | Accounting | $14,250 |
FIDUCIARY INVESTMENT ADVISORS6+ years Service code 26 · EIN 20-4751585 | Advisory (Participants) | $7,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,529 | $56,095-67.0% | $178,490-89.6% | $90,288-79.5% |
| Participation rate | 71.4% | 65.6%+5.8pp | 81.9%-10.5pp | 73.4%-2.0pp |
| Annual return | 13.33% | 28.81%-15.5pp | 151.07%-137.7pp | 53.97%-40.6pp |
| Employer contribution / active EE | $827 | $1,572-47.4% | $5,011-83.5% | $2,524-67.3% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $34 | $101-66.7% | $13,984-99.8% | $114-70.6% |