Filed April 1, 2006 (most recent of 2 filings on file)
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 | $41,825 |
THE BENEFIT PRACTICE3 years Service code 15 · EIN 13-4144565 | Recordkeeping | $2,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,447 | $56,423+70.9% | $77,163+25.0% | $71,457+35.0% |
| Participation rate | 64.3% | 64.3%0pp | 69.6%-5.2pp | 67.9%-3.6pp |
| Annual return | 17.49% | 19.05%-1.6pp | 37.87%-20.4pp | 28.85%-11.4pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,535-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,824 | $3,142+117.2% | $3,833+78.0% | $4,289+59.1% |
| Admin fee / account holder | $316 | $1,429-77.9% | $5,472-94.2% | $1,587-80.1% |