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 CORPORATION4+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $15,983 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $14,483 |
Filed as: LAVINE, LOFGREN, MORRIS & ENGELBER Service code 16 · EIN 33-0690020 | Consulting | $8,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,525 |
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 | $95,028 | $89,652+6.0% | $141,162-32.7% | $65,185+45.8% |
| Participation rate | 89.3% | 74.7%+14.6pp | 82.5%+6.9pp | 70.2%+19.1pp |
| Annual return | 24.11% | 32.79%-8.7pp | 71.39%-47.3pp | 29.38%-5.3pp |
| Employer contribution / active EE | $4,119 | $3,065+34.4% | $4,735-13.0% | $2,177+89.2% |
| Participant deferral / active EE | $7,594 | $5,691+33.4% | $6,709+13.2% | $3,514+116.1% |
| Admin fee / account holder | -$1 | $569-100.1% | $10,261-100.0% | $847-100.1% |