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 |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $20,106 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,846 | $46,292-55.0% | $143,757-85.5% | $64,808-67.8% |
| Participation rate | 33.0% | 64.2%-31.2pp | 80.3%-47.3pp | 71.5%-38.5pp |
| Annual return | -12.73% | -10.05%-2.7pp | -0.04%-12.7pp | 32.82%-45.5pp |
| Employer contribution / active EE | $361 | $1,910-81.1% | $4,951-92.7% | $2,506-85.6% |
| Participant deferral / active EE | $946 | $2,646-64.3% | $5,637-83.2% | $4,310-78.1% |
| Admin fee / account holder | $135 | $154-12.0% | $14,673-99.1% | $188-27.9% |