Filed July 2, 2004 (most recent of 2 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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,896 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $11,550 |
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 | $46,331 | $99,628-53.5% | $105,218-56.0% | $59,188-21.7% |
| Participation rate | 93.6% | 80.5%+13.1pp | 77.2%+16.4pp | 69.4%+24.2pp |
| Annual return | 1.55% | 3.21%-1.7pp | 5.33%-3.8pp | 5.51%-4.0pp |
| Employer contribution / active EE | $2,272 | $2,454-7.4% | $3,255-30.2% | $2,098+8.3% |
| Participant deferral / active EE | $2,813 | $4,189-32.8% | $4,867-42.2% | $3,265-13.8% |
| Admin fee / account holder | $25 | $62-60.1% | $6,992-99.6% | $92-73.0% |