Filed October 18, 2004 (most recent of 2 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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,984 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 22 W WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Plan) | $6,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,839 | $74,933-56.2% | $154,803-78.8% | $117,739-72.1% |
| Participation rate | 9.2% | 64.5%-55.3pp | 78.1%-68.9pp | 76.6%-67.5pp |
| Annual return | 16.03% | 17.34%-1.3pp | 58.88%-42.8pp | 17.29%-1.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $4,305-100.0% | $3,746-100.0% |
| Participant deferral / active EE | $617 | $3,942-84.4% | $5,540-88.9% | $6,128-89.9% |
| Admin fee / account holder | $49 | $129-61.9% | $14,329-99.7% | $112-56.0% |