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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $36,132 |
Service code 27 · EIN 45-3764090 | Advisory (Plan) | $7,467 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,555 | $55,453+11.0% | $170,442-63.9% | $62,292-1.2% |
| Participation rate | 99.5% | 66.4%+33.2pp | 83.6%+15.9pp | 69.5%+30.0pp |
| Annual return | 11.63% | 21.38%-9.7pp | 205.93%-194.3pp | 28.90%-17.3pp |
| Employer contribution / active EE | $8,780 | $2,164+305.8% | $5,433+61.6% | $2,042+329.9% |
| Participant deferral / active EE | $2,735 | $2,303+18.8% | $4,939-44.6% | $3,169-13.7% |
| Admin fee / account holder | $64 | $455-86.0% | $13,880-99.5% | $479-86.7% |