Filed October 18, 2004
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 CORPORATION1+ years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 33 4009 VILLAGE PARK DRIVE · KNIGHTDALE, NC 27545 | Securities brokerage | $46,006 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $906 |
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 | $95,383 | $46,360+105.7% | $147,614-35.4% | $52,331+82.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.25% | 1.62%-1.9pp | 61.98%-62.2pp | 4.54%-4.8pp |
| Employer contribution / active EE | $6,314 | $2,126+197.0% | $5,564+13.5% | $1,882+235.6% |
| Participant deferral / active EE | $4,348 | $2,258+92.6% | $4,895-11.2% | $3,022+43.9% |
| Admin fee / account holder | $175 | $766-77.1% | $11,611-98.5% | $592-70.4% |