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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $102,581 |
COMMERCIAL SUPPORT SERVICES2 years Service code 27 · EIN 94-1606517 | Advisory (Plan) | $2,916 |
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 | $37,176 | $45,382-18.1% | $154,107-75.9% | $75,289-50.6% |
| Participation rate | 89.0% | 65.9%+23.1pp | 83.0%+5.9pp | 72.4%+16.5pp |
| Annual return | -2.85% | -0.47%-2.4pp | 735.12%-738.0pp | -0.04%-2.8pp |
| Employer contribution / active EE | $1,201 | $1,533-21.7% | $5,298-77.3% | $2,405-50.1% |
| Participant deferral / active EE | $2,881 | $2,384+20.8% | $5,081-43.3% | $3,739-22.9% |
| Admin fee / account holder | $80 | $89-10.3% | $13,411-99.4% | $102-21.7% |