Filed June 8, 2009 (most recent of 3 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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,515 |
Service code 10 · EIN 52-1737858 100 LAKEFOREST BLVD STE 65 · GAITHERSBURG, MD 208776205 | Accounting | $10,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,786 | $136,307-59.1% | $177,821-68.6% | $73,488-24.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 11.38% | 18.68%-7.3pp | 48.32%-36.9pp | 28.51%-17.1pp |
| Employer contribution / active EE | $5,561 | $3,712+49.8% | $5,918-6.0% | $2,270+145.0% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $207 | $596-65.3% | $12,427-98.3% | $513-59.7% |