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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $47,167 |
Filed as: ARTHUR J GALLAGHER & CO Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,708 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,571 | $47,126-18.2% | $149,673-74.2% | $74,419-48.2% |
| Participation rate | 22.7% | 63.4%-40.7pp | 78.8%-56.1pp | 70.7%-48.1pp |
| Annual return | 11.66% | 22.75%-11.1pp | 134.42%-122.8pp | 34.38%-22.7pp |
| Employer contribution / active EE | $196 | $1,905-89.7% | $4,818-95.9% | $2,637-92.6% |
| Participant deferral / active EE | $904 | $2,728-66.9% | $5,680-84.1% | $4,528-80.0% |
| Admin fee / account holder | $340 | $343-0.8% | $13,210-97.4% | $348-2.3% |