Filed September 1, 2008
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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $60,756 |
OLD PORT ADVISORS1 year Service code 16 · EIN 01-0488404 | Consulting | $21,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,071 | $56,485+48.8% | $185,823-54.8% | $86,799-3.1% |
| Participation rate | 77.4% | 65.5%+12.0pp | 81.7%-4.3pp | 72.3%+5.2pp |
| Annual return | 14.22% | 118.04%-103.8pp | 122.05%-107.8pp | 97.91%-83.7pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,182 | $2,553-14.5% | $5,568-60.8% | $4,131-47.2% |
| Admin fee / account holder | $273 | $150+82.8% | $16,237-98.3% | $170+61.3% |