Filed October 18, 2004
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 |
|---|---|---|
ERNST & YOUNG LLP4 years Service code 10 · EIN 34-6565596 | Accounting | $62,451 |
Filed as: RESOURCES INVESTMENT Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,996 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $1,043 |
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 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 | $23,441 | $56,095-58.2% | $178,490-86.9% | $90,288-74.0% |
| Participation rate | 60.0% | 65.6%-5.5pp | 81.9%-21.9pp | 73.4%-13.3pp |
| Annual return | 11.91% | 28.81%-16.9pp | 151.07%-139.2pp | 53.97%-42.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $54 | $101-46.8% | $13,984-99.6% | $114-53.0% |