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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $109,338 |
COMMERCIAL SUPPORT SERVICES4 years Service code 26 · EIN 34-1606517 | Advisory (Participants) | $7,019 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,543 | $56,095-33.1% | $178,490-79.0% | $90,288-58.4% |
| Participation rate | 90.5% | 65.6%+25.0pp | 81.9%+8.6pp | 73.4%+17.2pp |
| Annual return | 10.78% | 28.81%-18.0pp | 151.07%-140.3pp | 53.97%-43.2pp |
| Employer contribution / active EE | $1,107 | $1,572-29.6% | $5,011-77.9% | $2,524-56.1% |
| Participant deferral / active EE | $2,676 | $2,669+0.3% | $5,202-48.5% | $4,232-36.8% |
| Admin fee / account holder | $72 | $101-28.1% | $13,984-99.5% | $114-36.6% |