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 |
|---|---|---|
COMMERICAL SERVICES1 year Service code 13 · EIN 94-1606517 | Contract Administrator | $9,347 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,350 |
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 | $33,270 | $37,213-10.6% | $156,549-78.7% | $63,975-48.0% |
| Participation rate | 80.3% | 65.0%+15.3pp | 84.0%-3.7pp | 71.1%+9.2pp |
| Annual return | 6.58% | 47.89%-41.3pp | 32.23%-25.6pp | 48.65%-42.1pp |
| Employer contribution / active EE | $3,129 | $1,357+130.6% | $5,501-43.1% | $2,182+43.4% |
| Participant deferral / active EE | $3,243 | $2,070+56.7% | $4,871-33.4% | $3,356-3.4% |
| Admin fee / account holder | $4 | $56-92.1% | $13,027-100.0% | $70-93.7% |