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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $125,744 |
COMMERCIAL SUPPORT SERVICES3 years Service code 13 · EIN 94-1606517 | Contract Administrator | $5,721 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,398 | $56,095+5.9% | $178,490-66.7% | $90,288-34.2% |
| Participation rate | 88.2% | 65.6%+22.7pp | 81.9%+6.3pp | 73.4%+14.9pp |
| Annual return | 17.23% | 28.81%-11.6pp | 151.07%-133.8pp | 53.97%-36.7pp |
| Employer contribution / active EE | $3,569 | $1,572+127.0% | $5,011-28.8% | $2,524+41.4% |
| Participant deferral / active EE | $4,616 | $2,669+73.0% | $5,202-11.3% | $4,232+9.1% |
| Admin fee / account holder | $50 | $101-50.1% | $13,984-99.6% | $114-56.0% |