Filed November 8, 2014
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 | $22,884 |
FELDMAN BENEFIT SERVICES, INC.3+ years Service code 15 · EIN 22-2628317 | Recordkeeping | $2,428 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,794 | $46,966-77.0% | $185,117-94.2% | $69,631-84.5% |
| Participation rate | 48.5% | 65.3%-16.8pp | 77.3%-28.8pp | 70.7%-22.2pp |
| Annual return | 26.22% | 22.36%+3.9pp | 40.50%-14.3pp | 27571.02%-27544.8pp |
| Employer contribution / active EE | $208 | $1,360-84.7% | $4,182-95.0% | $2,032-89.8% |
| Participant deferral / active EE | $1,595 | $3,017-47.1% | $5,045-68.4% | $3,224-50.5% |
| Admin fee / account holder | $105 | $94+11.9% | $8,159-98.7% | $110-4.9% |