Filed April 8, 2010 (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 |
|---|---|---|
Filed as: LINCOLN RETIREMENT Service code 13 · EIN 35-0472300 | Contract Administrator | $10,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $111,368 | $80,177+38.9% | $123,892-10.1% | $57,658+93.2% |
| Participation rate | 44.7% | 74.4%-29.8pp | 81.4%-36.7pp | 70.2%-25.6pp |
| Annual return | 7.74% | 17.90%-10.2pp | 47.52%-39.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $5,267 | $2,913+80.8% | $4,617+14.1% | $1,974+166.9% |
| Participant deferral / active EE | $5,093 | $5,130-0.7% | $5,984-14.9% | $3,061+66.4% |
| Admin fee / account holder | $8 | $106-92.1% | $8,357-99.9% | $95-91.2% |