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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $55,376 |
Filed as: ARTHUR J GALLAGHER & CO Service code 27 · EIN 36-4291971 | Advisory (Plan) | $18,478 |
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.)
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 | $46,496 | $50,815-8.5% | $155,509-70.1% | $77,643-40.1% |
| Participation rate | 23.1% | 63.1%-40.0pp | 78.2%-55.1pp | 70.6%-47.5pp |
| Annual return | 13.89% | 34.80%-20.9pp | 64.67%-50.8pp | 31.24%-17.3pp |
| Employer contribution / active EE | $206 | $1,993-89.7% | $4,672-95.6% | $2,726-92.5% |
| Participant deferral / active EE | $1,040 | $2,822-63.1% | $5,626-81.5% | $4,647-77.6% |
| Admin fee / account holder | $417 | $437-4.4% | $15,912-97.4% | $430-3.1% |