Filed December 31, 2012 (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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $182,914 |
AMERICAN FUNDS10+ years Filed as: NEWPORT CAPITAL GROUP Service code 16 · EIN 86-1109193 | Consulting | $97,772 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,005 | $67,679-69.0% | $155,509-86.5% | $99,062-78.8% |
| Participation rate | 18.9% | 67.2%-48.3pp | 78.2%-59.3pp | 71.6%-52.7pp |
| Annual return | 15.34% | 16.16%-0.8pp | 64.67%-49.3pp | 17.66%-2.3pp |
| Employer contribution / active EE | $269 | $2,268-88.2% | $4,672-94.2% | $3,262-91.8% |
| Participant deferral / active EE | $588 | $3,828-84.7% | $5,626-89.6% | $5,331-89.0% |
| Admin fee / account holder | $190 | $94+103.2% | $15,912-98.8% | $109+74.7% |