Filed July 18, 2006
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 10-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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,324 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,378 | $46,292-66.8% | $143,757-89.3% | $64,808-76.3% |
| Participation rate | 93.0% | 64.2%+28.8pp | 80.3%+12.7pp | 71.5%+21.5pp |
| Annual return | -13.39% | -10.05%-3.3pp | -0.04%-13.3pp | 32.82%-46.2pp |
| Employer contribution / active EE | $773 | $1,910-59.5% | $4,951-84.4% | $2,506-69.2% |
| Participant deferral / active EE | $1,638 | $2,646-38.1% | $5,637-70.9% | $4,310-62.0% |
| Admin fee / account holder | $8 | $154-94.6% | $14,673-99.9% | $188-95.6% |