Filed September 14, 1992
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $328,833 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,889 | $44,007+17.9% | $154,107-66.3% | $68,904-24.7% |
| Participation rate | 57.9% | 70.0%-12.2pp | 83.0%-25.2pp | 74.1%-16.3pp |
| Annual return | -3.06% | 8.15%-11.2pp | 735.12%-738.2pp | 1.07%-4.1pp |
| Employer contribution / active EE | $1,031 | $1,732-40.5% | $5,298-80.5% | $2,540-59.4% |
| Participant deferral / active EE | $2,621 | $2,813-6.8% | $5,081-48.4% | $4,015-34.7% |
| Admin fee / account holder | $82 | $65+26.3% | $13,411-99.4% | $71+14.7% |