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 7-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 CORPORATION6 years Filed as: LINCOLN RETIREMENT SERVICES Service code 26 · EIN 35-0472300 | Advisory (Participants) | $54,222 |
NOVA 401(K) ASSOCIATES6 years Service code 15 · EIN 20-1181458 | Recordkeeping | $9,744 |
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.
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 | $22,894 | $63,770-64.1% | $71,209-67.8% | $102,872-77.7% |
| Participation rate | 21.0% | 61.0%-40.1pp | 73.8%-52.8pp | 73.0%-52.1pp |
| Annual return | 12.86% | 16.01%-3.1pp | 282.51%-269.6pp | 19.06%-6.2pp |
| Employer contribution / active EE | $103 | $2,367-95.6% | $2,721-96.2% | $3,526-97.1% |
| Participant deferral / active EE | $950 | $3,587-73.5% | $4,175-77.2% | $5,535-82.8% |
| Admin fee / account holder | $118 | $220-46.5% | $5,349-97.8% | $292-59.8% |