Filed May 28, 2008 (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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,720 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $575 |
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 | $136,915 | $89,355+53.2% | $141,162-3.0% | $72,985+87.6% |
| Participation rate | 78.9% | 75.1%+3.8pp | 82.5%-3.5pp | 69.5%+9.5pp |
| Annual return | 19.30% | 111.85%-92.5pp | 71.39%-52.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $2,483 | $3,114-20.3% | $4,735-47.6% | $2,440+1.8% |
| Participant deferral / active EE | $7,986 | $5,418+47.4% | $6,709+19.0% | $3,607+121.4% |
| Admin fee / account holder | $23 | $5,958-99.6% | $10,261-99.8% | $5,124-99.6% |