Filed January 1, 2012
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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $35,241 |
Filed as: LAVINE, LOFGREN, MORRIS & ENGELBER Service code 10 · EIN 33-0690020 | Accounting | $10,749 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,963 |
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 | $84,455 | $73,102+15.5% | $123,544-31.6% | $56,287+50.0% |
| Participation rate | 88.1% | 74.3%+13.8pp | 82.3%+5.8pp | 69.9%+18.3pp |
| Annual return | -6.54% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $4,323 | $2,977+45.2% | $4,628-6.6% | $2,111+104.8% |
| Participant deferral / active EE | $8,002 | $5,423+47.6% | $6,426+24.5% | $3,350+138.9% |
| Admin fee / account holder | $21 | $554-96.3% | $9,284-99.8% | $521-96.1% |