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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $153,578 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN , PLLC Service code 10 · EIN 33-1498605 | Accounting | $13,800 |
Filed as: HIGHLAND CONSULTING Service code 17 · EIN 34-1753575 | Pension Consulting | $9,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,818 | $53,136-58.9% | $155,509-86.0% | $199,593-89.1% |
| Participation rate | 86.5% | 64.1%+22.5pp | 78.2%+8.4pp | 72.0%+14.6pp |
| Annual return | 13.98% | 41.15%-27.2pp | 64.67%-50.7pp | 34.25%-20.3pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $2,700 | $3,161-14.6% | $5,626-52.0% | $5,087-46.9% |
| Admin fee / account holder | $70 | $185-62.1% | $15,912-99.6% | $269-73.9% |