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 CORPORATION4+ years Filed as: LINCOLN FINANCIAL GROUP Service code 15 · EIN 35-0472300 | Recordkeeping | $157,917 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $7,528 |
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 | $35,597 | $45,382-21.6% | $154,107-76.9% | $75,289-52.7% |
| Participation rate | 83.7% | 65.9%+17.8pp | 83.0%+0.6pp | 72.4%+11.3pp |
| Annual return | 11.15% | -0.47%+11.6pp | 735.12%-724.0pp | -0.04%+11.2pp |
| Employer contribution / active EE | $1,753 | $1,533+14.4% | $5,298-66.9% | $2,405-27.1% |
| Participant deferral / active EE | $2,972 | $2,384+24.7% | $5,081-41.5% | $3,739-20.5% |
| Admin fee / account holder | $83 | $89-6.8% | $13,411-99.4% | $102-18.6% |