Filed May 28, 1996
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 |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $22,192 |
Filed as: LINCOLN RETIREMENT SERVICES Service code 16 · EIN 35-0472300 | Consulting | $4,559 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,059 | $43,110-72.0% | $156,549-92.3% | $65,292-81.5% |
| Participation rate | 95.0% | 69.3%+25.7pp | 84.0%+11.0pp | 72.4%+22.6pp |
| Annual return | 9.52% | 11.24%-1.7pp | 32.23%-22.7pp | 11.84%-2.3pp |
| Employer contribution / active EE | $2,233 | $1,702+31.2% | $5,501-59.4% | $2,302-3.0% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | $4 | $47-91.4% | $13,027-100.0% | $57-92.9% |