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 CORPORATION10+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $185,639 |
FIDUCIENT ADVISORS LLC3 years Service code 26 · EIN 36-4001764 | Advisory (Participants) | $37,440 |
BAKER NEWMAN NOYES7 years Service code 10 · EIN 01-0494526 | Accounting | $15,750 |
VERRILL DANA LLP10+ years Service code 29 · EIN 01-0176171 | Legal | $11,303 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,483 | $53,136+34.5% | $155,509-54.0% | $199,593-64.2% |
| Participation rate | 91.2% | 64.1%+27.2pp | 78.2%+13.1pp | 72.0%+19.3pp |
| Annual return | 13.68% | 41.15%-27.5pp | 64.67%-51.0pp | 34.25%-20.6pp |
| Employer contribution / active EE | $896 | $1,851-51.6% | $4,672-80.8% | $3,034-70.5% |
| Participant deferral / active EE | $4,216 | $3,161+33.4% | $5,626-25.1% | $5,087-17.1% |
| Admin fee / account holder | $43 | $185-76.7% | $15,912-99.7% | $269-83.9% |