Filed August 29, 2006 (most recent of 3 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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $325,673 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $18,622 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,020 | $53,136+18.6% | $155,509-59.5% | $199,593-68.4% |
| Participation rate | 99.9% | 64.1%+35.8pp | 78.2%+21.7pp | 72.0%+27.9pp |
| Annual return | 12.85% | 41.15%-28.3pp | 64.67%-51.8pp | 34.25%-21.4pp |
| Employer contribution / active EE | $1,764 | $1,851-4.7% | $4,672-62.3% | $3,034-41.9% |
| Participant deferral / active EE | $6,331 | $3,161+100.3% | $5,626+12.5% | $5,087+24.5% |
| Admin fee / account holder | $109 | $185-41.1% | $15,912-99.3% | $269-59.4% |