Filed February 3, 2006 (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 9-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 Filed as: LINCOLN NATIONAL CORPORATON Service code 37 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Loan Processing | $125,263 |
Filed as: HIGHLAND CONSULTING Service code 17 · EIN 34-1753575 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Pension Consulting | $11,477 |
ORIENTAL BANK2 years Service code 15 · EIN 66-0259436 PO BOX 191429 · SAN JUAN, PR 00919 | Recordkeeping | $3,920 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,744 | $52,626-66.3% | $98,442-82.0% | $93,030-80.9% |
| Participation rate | 95.1% | 65.3%+29.8pp | 73.3%+21.8pp | 73.9%+21.2pp |
| Annual return | 12.76% | 16.95%-4.2pp | 1492.73%-1480.0pp | 158.70%-145.9pp |
| Employer contribution / active EE | $2,758 | $1,894+45.7% | $2,960-6.8% | $2,706+1.9% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $4,276-100.0% | $4,562-100.0% |
| Admin fee / account holder | $45 | $102-55.9% | $5,949-99.2% | $152-70.3% |