Filed October 30, 2018
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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $54,293 |
NFP RETIREMENT INC2 years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $10,092 |
Filed as: CBIZ A, INC. Service code 27 · EIN 22-2769024 | Advisory (Plan) | $7,000 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,292 | $37,196-40.1% | $154,107-85.5% | $55,725-60.0% |
| Participation rate | 32.7% | 64.1%-31.4pp | 83.0%-50.3pp | 70.9%-38.1pp |
| Annual return | 7.64% | 1319.68%-1312.0pp | 735.12%-727.5pp | 244.93%-237.3pp |
| Employer contribution / active EE | $222 | $1,614-86.3% | $5,298-95.8% | $2,078-89.3% |
| Participant deferral / active EE | $868 | $2,068-58.0% | $5,081-82.9% | $3,356-74.1% |
| Admin fee / account holder | $310 | $102+204.7% | $13,411-97.7% | $115+168.8% |