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 CORPORATION2+ years Filed as: LINCOLN FINANCIAL GROUP Service code 15 · EIN 35-0472300 | Recordkeeping | $110,006 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $5,809 |
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 | $32,198 | $37,213-13.5% | $156,549-79.4% | $63,975-49.7% |
| Participation rate | 79.0% | 65.0%+14.1pp | 84.0%-5.0pp | 71.1%+7.9pp |
| Annual return | 8.06% | 47.89%-39.8pp | 32.23%-24.2pp | 48.65%-40.6pp |
| Employer contribution / active EE | $1,061 | $1,357-21.8% | $5,501-80.7% | $2,182-51.4% |
| Participant deferral / active EE | $2,420 | $2,070+16.9% | $4,871-50.3% | $3,356-27.9% |
| Admin fee / account holder | $69 | $56+22.8% | $13,027-99.5% | $70-1.8% |