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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $71,179 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $5,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,852 | $45,000-51.4% | $143,757-84.8% | $77,904-71.9% |
| Participation rate | 57.5% | 66.8%-9.4pp | 80.3%-22.8pp | 73.7%-16.2pp |
| Annual return | -15.20% | 29.03%-44.2pp | -0.04%-15.2pp | 12.21%-27.4pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $118 | $98+20.1% | $14,673-99.2% | $133-10.8% |