Filed August 14, 2009 (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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $275,878 |
TORRILLO & ASSOCIATES, LLC1+ years Filed as: TORRILLO & ASSOCIATES Service code 10 · EIN 83-0414789 | Accounting | $10,284 |
DIRECT MAIL SERVICE1+ years Service code 49 · EIN 23-2320368 | Other Services | $9,102 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,198 | $63,964-87.2% | $147,614-94.4% | $67,505-87.9% |
| Participation rate | 33.1% | 68.6%-35.5pp | 84.6%-51.5pp | 71.2%-38.1pp |
| Annual return | -3.26% | 9.05%-12.3pp | 61.98%-65.2pp | 6.52%-9.8pp |
| Employer contribution / active EE | $2,067 | $1,618+27.7% | $5,564-62.9% | $2,173-4.9% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | $76 | $43+78.0% | $11,611-99.3% | $56+35.6% |