Filed September 1, 1994
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.
| Provider | Service type | Compensation |
|---|---|---|
LINJCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $115,145 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,252 | $52,660-71.0% | $86,612-82.4% | $80,160-81.0% |
| Participation rate | 96.2% | 62.4%+33.8pp | 71.7%+24.5pp | 72.9%+23.2pp |
| Annual return | 4.07% | 24.87%-20.8pp | 591.07%-587.0pp | 40.38%-36.3pp |
| Employer contribution / active EE | $438 | $2,140-79.5% | $3,022-85.5% | $2,978-85.3% |
| Participant deferral / active EE | $1,086 | $3,215-66.2% | $4,438-75.5% | $5,017-78.4% |
| Admin fee / account holder | $66 | $113-41.5% | $5,614-98.8% | $145-54.4% |