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 CORPORATION9+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $179,422 |
FIDUCIENT ADVISORS LLC2 years Service code 26 · EIN 36-4001764 | Advisory (Participants) | $46,800 |
BAKER NEWMAN NOYES6 years Service code 10 · EIN 01-0494526 | Accounting | $15,000 |
VERRILL DANA LLP9+ years Service code 16 · EIN 01-0176171 | Consulting | $3,570 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,713 | $50,127+33.1% | $149,673-55.4% | $80,160-16.8% |
| Participation rate | 88.9% | 64.3%+24.6pp | 78.8%+10.1pp | 72.9%+15.9pp |
| Annual return | 16.08% | 29.82%-13.7pp | 134.42%-118.3pp | 40.38%-24.3pp |
| Employer contribution / active EE | $841 | $1,865-54.9% | $4,818-82.5% | $2,978-71.8% |
| Participant deferral / active EE | $4,011 | $3,194+25.6% | $5,680-29.4% | $5,017-20.0% |
| Admin fee / account holder | $44 | $153-71.2% | $13,210-99.7% | $145-69.7% |