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 CORPORATION3+ years Filed as: LINCOLN FINANCIAL GROUP Service code 15 · EIN 35-0472300 | Recordkeeping | $136,966 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $7,770 |
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 | $36,041 | $44,989-19.9% | $170,442-78.9% | $77,958-53.8% |
| Participation rate | 79.6% | 64.6%+15.0pp | 83.6%-4.0pp | 71.6%+7.9pp |
| Annual return | 16.52% | 19.61%-3.1pp | 205.93%-189.4pp | 20.87%-4.3pp |
| Employer contribution / active EE | $1,707 | $1,466+16.4% | $5,433-68.6% | $2,310-26.1% |
| Participant deferral / active EE | $2,613 | $2,208+18.4% | $4,939-47.1% | $3,537-26.1% |
| Admin fee / account holder | $81 | $69+17.4% | $13,880-99.4% | $97-16.9% |