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 | $27,910 |
LINCOLN NATIONAL CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,094 | $50,982-60.6% | $154,803-87.0% | $85,563-76.5% |
| Participation rate | 50.2% | 59.8%-9.6pp | 78.1%-27.9pp | 66.0%-15.8pp |
| Annual return | 13.21% | 30.35%-17.1pp | 58.88%-45.7pp | 31.51%-18.3pp |
| Employer contribution / active EE | $446 | $1,708-73.9% | $4,305-89.6% | $2,654-83.2% |
| Participant deferral / active EE | $855 | $2,474-65.4% | $5,540-84.6% | $4,375-80.5% |
| Admin fee / account holder | $160 | $846-81.1% | $14,329-98.9% | $834-80.9% |