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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,712 |
Service code 10 · EIN 52-1737858 100 LAKEFOREST BLVD STE 65 · GAITHERSBURG, MD 208776205 | Accounting | $11,700 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,447 | $130,194-55.9% | $169,993-66.2% | $71,457-19.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 13.50% | 20.37%-6.9pp | 53.37%-39.9pp | 28.85%-15.3pp |
| Employer contribution / active EE | $5,903 | $4,381+34.7% | $6,785-13.0% | $2,588+128.1% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $223 | $966-76.9% | $12,815-98.3% | $1,587-85.9% |