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 CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $26,910 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 20-1409613 | Advisory (Plan) | $5,259 |
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 | $31,577 | $46,292-31.8% | $143,757-78.0% | $64,808-51.3% |
| Participation rate | 63.7% | 64.2%-0.5pp | 80.3%-16.6pp | 71.5%-7.8pp |
| Annual return | -14.19% | -10.05%-4.1pp | -0.04%-14.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $964 | $1,910-49.5% | $4,951-80.5% | $2,506-61.5% |
| Participant deferral / active EE | $2,433 | $2,646-8.1% | $5,637-56.8% | $4,310-43.6% |
| Admin fee / account holder | $110 | $154-28.6% | $14,673-99.3% | $188-41.5% |