Filed April 4, 2011
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 ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $96,820 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,479 |
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 | $66,860 | $88,874-24.8% | $123,544-45.9% | $75,289-11.2% |
| Participation rate | 96.7% | 75.9%+20.9pp | 82.3%+14.4pp | 72.4%+24.3pp |
| Annual return | -4.82% | 4.22%-9.0pp | 119.20%-124.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $3,334 | $3,256+2.4% | $4,628-28.0% | $2,405+38.6% |
| Participant deferral / active EE | $6,334 | $6,174+2.6% | $6,426-1.4% | $3,739+69.4% |
| Admin fee / account holder | $37 | $95-61.4% | $9,284-99.6% | $102-64.3% |