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 8-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 CORPORATION3 years Filed as: LINCOLN RETIREMENT SERVICE COMPANY Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $25,967 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,096 | $55,415+17.5% | $155,509-58.1% | $74,495-12.6% |
| Participation rate | 89.3% | 61.9%+27.4pp | 78.2%+11.1pp | 67.2%+22.1pp |
| Annual return | 16.48% | 268.50%-252.0pp | 64.67%-48.2pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $5,193 | $2,267+129.1% | $4,672+11.1% | $2,623+98.0% |
| Participant deferral / active EE | $2,207 | $2,836-22.2% | $5,626-60.8% | $4,346-49.2% |
| Admin fee / account holder | $161 | $1,738-90.7% | $15,912-99.0% | $1,942-91.7% |