Filed December 14, 2007 (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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL GROUP Service code 15 · EIN 35-0472300 | Recordkeeping | $60,791 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $9,320 |
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 | $32,759 | $37,039-11.6% | $147,614-77.8% | $59,188-44.7% |
| Participation rate | 81.1% | 63.8%+17.3pp | 84.6%-3.6pp | 69.4%+11.6pp |
| Annual return | 2.15% | 7.19%-5.0pp | 61.98%-59.8pp | 5.51%-3.4pp |
| Employer contribution / active EE | $1,203 | $1,353-11.1% | $5,564-78.4% | $2,098-42.7% |
| Participant deferral / active EE | $2,619 | $2,094+25.1% | $4,895-46.5% | $3,265-19.8% |
| Admin fee / account holder | $45 | $60-25.5% | $11,611-99.6% | $92-51.4% |