Filed July 13, 2010 (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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $246,825 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 13 · EIN 71-0294708 | Contract Administrator | $0 |
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 | $68,580 | $56,095+22.3% | $178,490-61.6% | $90,288-24.0% |
| Participation rate | 72.8% | 65.6%+7.3pp | 81.9%-9.1pp | 73.4%-0.5pp |
| Annual return | 13.71% | 28.81%-15.1pp | 151.07%-137.4pp | 53.97%-40.3pp |
| Employer contribution / active EE | $976 | $1,572-37.9% | $5,011-80.5% | $2,524-61.3% |
| Participant deferral / active EE | $3,762 | $2,669+41.0% | $5,202-27.7% | $4,232-11.1% |
| Admin fee / account holder | $133 | $101+31.7% | $13,984-99.1% | $114+16.2% |