Filed January 29, 2008 (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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $506,284 |
FARBER HASS HURLEY LLP3+ years Filed as: FABER HASS HURLEY LLP Service code 10 · EIN 20-4207759 | Accounting | $22,170 |
Service code 17 · EIN 94-1606517 | Pension Consulting | $8,403 |
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 | $94,558 | $44,989+110.2% | $170,442-44.5% | $77,958+21.3% |
| Participation rate | 99.9% | 64.6%+35.3pp | 83.6%+16.3pp | 71.6%+28.3pp |
| Annual return | 15.11% | 19.61%-4.5pp | 205.93%-190.8pp | 20.87%-5.8pp |
| Employer contribution / active EE | $3,198 | $1,466+118.1% | $5,433-41.1% | $2,310+38.4% |
| Participant deferral / active EE | $6,896 | $2,208+212.4% | $4,939+39.6% | $3,537+95.0% |
| Admin fee / account holder | $161 | $69+133.8% | $13,880-98.8% | $97+65.6% |