Filed May 11, 1
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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $322,848 |
THE CONCORD ADVISORY GROUP5 years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $58,652 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,442 | $59,339+141.7% | $149,673-4.2% | $103,482+38.6% |
| Participation rate | 61.8% | 70.2%-8.4pp | 78.8%-17.0pp | 73.3%-11.5pp |
| Annual return | 15.58% | 77.78%-62.2pp | 134.42%-118.8pp | 33.11%-17.5pp |
| Employer contribution / active EE | $3,596 | $2,178+65.1% | $4,818-25.4% | $3,208+12.1% |
| Participant deferral / active EE | $8,222 | $3,716+121.3% | $5,680+44.8% | $5,207+57.9% |
| Admin fee / account holder | $59 | $103-42.9% | $13,210-99.6% | $114-48.5% |