Filed August 14, 2009 (most recent of 2 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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $261,583 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $53,888 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,761 | $43,110-84.3% | $156,549-95.7% | $65,292-89.6% |
| Participation rate | 90.1% | 69.3%+20.7pp | 84.0%+6.0pp | 72.4%+17.6pp |
| Annual return | 9.79% | 11.24%-1.5pp | 32.23%-22.4pp | 11.84%-2.1pp |
| Employer contribution / active EE | $2,711 | $1,702+59.3% | $5,501-50.7% | $2,302+17.8% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | $38 | $47-19.5% | $13,027-99.7% | $57-33.7% |