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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $123,379 |
COMMERCIAL SUPPORT SERVICES6 years Service code 26 · EIN 34-1606517 | Advisory (Participants) | $4,116 |
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 | $37,472 | $45,000-16.7% | $143,757-73.9% | $77,904-51.9% |
| Participation rate | 93.9% | 66.8%+27.1pp | 80.3%+13.6pp | 73.7%+20.3pp |
| Annual return | -10.90% | 29.03%-39.9pp | -0.04%-10.9pp | 12.21%-23.1pp |
| Employer contribution / active EE | $1,256 | $1,870-32.8% | $4,951-74.6% | $2,848-55.9% |
| Participant deferral / active EE | $3,266 | $3,157+3.5% | $5,637-42.1% | $4,806-32.1% |
| Admin fee / account holder | $79 | $98-19.5% | $14,673-99.5% | $133-40.2% |