Filed August 28, 2009 (most recent of 4 filings on file)
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 |
|---|---|---|
Filed as: PALMER RETIREMENT CONSULTING Service code 16 · EIN 81-0701292 | Consulting | $36,750 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $575 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,613 | $66,513-28.4% | $178,490-73.3% | $106,222-55.2% |
| Participation rate | 74.4% | 73.8%+0.6pp | 81.9%-7.5pp | 70.8%+3.6pp |
| Annual return | 18.64% | 21.81%-3.2pp | 151.07%-132.4pp | 21.69%-3.1pp |
| Employer contribution / active EE | $3,604 | $1,776+102.9% | $5,011-28.1% | $2,723+32.3% |
| Participant deferral / active EE | $117 | $3,679-96.8% | $5,202-97.7% | $4,600-97.4% |
| Admin fee / account holder | $3 | $53-93.6% | $13,984-100.0% | $78-95.7% |