Filed November 29, 2005 (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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $85,910 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $13,591 |
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 | $36,061 | $37,213-3.1% | $156,549-77.0% | $63,975-43.6% |
| Participation rate | 90.4% | 65.0%+25.4pp | 84.0%+6.4pp | 71.1%+19.2pp |
| Annual return | 7.54% | 47.89%-40.4pp | 32.23%-24.7pp | 48.65%-41.1pp |
| Employer contribution / active EE | $1,051 | $1,357-22.5% | $5,501-80.9% | $2,182-51.8% |
| Participant deferral / active EE | $2,487 | $2,070+20.2% | $4,871-48.9% | $3,356-25.9% |
| Admin fee / account holder | $76 | $56+34.7% | $13,027-99.4% | $70+7.7% |