Filed July 18, 2013
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 CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $27,796 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 20-1409613 | Advisory (Plan) | $5,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,949 | $56,485-34.6% | $185,823-80.1% | $86,799-57.4% |
| Participation rate | 62.4% | 65.5%-3.1pp | 81.7%-19.3pp | 72.3%-9.9pp |
| Annual return | 10.37% | 118.04%-107.7pp | 122.05%-111.7pp | 97.91%-87.5pp |
| Employer contribution / active EE | $1,096 | $1,843-40.5% | $5,167-78.8% | $2,405-54.4% |
| Participant deferral / active EE | $2,549 | $2,553-0.2% | $5,568-54.2% | $4,131-38.3% |
| Admin fee / account holder | $113 | $150-24.2% | $16,237-99.3% | $170-33.2% |