Filed October 27, 2004
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 7-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 |
|---|---|---|
Filed as: LINCOLN RETIREMENT SERVICES COMPANY Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $34,774 |
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 | $46,647 | $58,879-20.8% | $178,490-73.9% | $73,488-36.5% |
| Participation rate | 98.4% | 66.2%+32.2pp | 81.9%+16.5pp | 70.7%+27.7pp |
| Annual return | 12.63% | 24.86%-12.2pp | 151.07%-138.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $4,975 | $2,236+122.5% | $5,011-0.7% | $2,270+119.2% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $256 | $400-36.1% | $13,984-98.2% | $513-50.2% |