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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $44,222 |
Service code 10 · EIN 52-1737858 100 LAKEFOREST BLVD STE 65 · GAITHERSBURG, MD 208776205 | Accounting | $10,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,129 | $121,341-43.0% | $189,513-63.5% | $79,386-12.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 14.06% | 21.08%-7.0pp | 555.15%-541.1pp | 116.85%-102.8pp |
| Employer contribution / active EE | $5,904 | $3,915+50.8% | $6,162-4.2% | $2,427+143.2% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $260 | $651-60.0% | $12,045-97.8% | $626-58.4% |