Filed February 6, 2012 (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 | $14,277 |
Service code 27 · EIN 45-3764090 | Advisory (Plan) | $7,806 |
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 | $49,767 | $36,916+34.8% | $156,549-68.2% | $57,658-13.7% |
| Participation rate | 92.1% | 63.4%+28.7pp | 84.0%+8.1pp | 70.2%+21.9pp |
| Annual return | 6.18% | 12.38%-6.2pp | 32.23%-26.0pp | 5.13%+1.0pp |
| Employer contribution / active EE | $7,943 | $1,571+405.7% | $5,501+44.4% | $1,974+302.4% |
| Participant deferral / active EE | $2,192 | $1,926+13.8% | $4,871-55.0% | $3,061-28.4% |
| Admin fee / account holder | $36 | $82-56.2% | $13,027-99.7% | $95-61.8% |