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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $128,631 |
COMMERCIAL SUPPORT SERVICES7 years Service code 26 · EIN 34-1606517 | Advisory (Participants) | $4,232 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,675 | $50,127-12.9% | $149,673-70.8% | $80,160-45.5% |
| Participation rate | 92.7% | 64.3%+28.4pp | 78.8%+13.9pp | 72.9%+19.8pp |
| Annual return | 12.13% | 29.82%-17.7pp | 134.42%-122.3pp | 40.38%-28.2pp |
| Employer contribution / active EE | $1,356 | $1,865-27.3% | $4,818-71.9% | $2,978-54.5% |
| Participant deferral / active EE | $3,527 | $3,194+10.4% | $5,680-37.9% | $5,017-29.7% |
| Admin fee / account holder | $86 | $153-43.4% | $13,210-99.3% | $145-40.4% |