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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $131,190 |
Filed as: HIGHLAND CONSULTING Service code 17 · EIN 34-1753575 | Pension Consulting | $37,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,719 | $50,127-58.7% | $149,673-86.2% | $80,160-74.2% |
| Participation rate | 84.5% | 64.3%+20.2pp | 78.8%+5.7pp | 72.9%+11.5pp |
| Annual return | 17.82% | 29.82%-12.0pp | 134.42%-116.6pp | 40.38%-22.6pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $2,652 | $3,194-16.9% | $5,680-53.3% | $5,017-47.1% |
| Admin fee / account holder | $69 | $153-55.1% | $13,210-99.5% | $145-52.7% |