Filed March 17, 2005
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 CORPORATION5 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46801 | Contract Administrator | $43,833 |
NOVA 401(K) ASSOCIATES6 years Service code 15 · EIN 20-1181458 | Recordkeeping | $5,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,643 | $56,317-17.2% | $71,209-34.5% | $74,304-37.2% |
| Participation rate | 50.2% | 55.1%-4.9pp | 73.8%-23.5pp | 60.3%-10.1pp |
| Annual return | 8.79% | 42.83%-34.0pp | 282.51%-273.7pp | 29.43%-20.6pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $4,175-100.0% | $3,767-100.0% |
| Admin fee / account holder | $274 | $2,290-88.0% | $5,349-94.9% | $2,969-90.8% |