Filed October 30, 2018
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 9-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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,808 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $470 |
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 | $33,009 | $43,327-23.8% | $59,878-44.9% | $64,186-48.6% |
| Participation rate | 95.7% | 69.2%+26.5pp | 74.7%+21.0pp | 69.6%+26.1pp |
| Annual return | 10.32% | -1.55%+11.9pp | 3.46%+6.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $2,131 | $2,028+5.1% | $2,722-21.7% | $2,381-10.5% |
| Participant deferral / active EE | $3,530 | $2,546+38.7% | $3,402+3.8% | $3,470+1.8% |
| Admin fee / account holder | $57 | $3,005-98.1% | $3,590-98.4% | $4,888-98.8% |