Filed February 6, 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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,910 |
Service code 27 · EIN 45-3764090 | Advisory (Plan) | $9,310 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $3,209 |
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 | $62,780 | $47,977+30.9% | $154,107-59.3% | $56,287+11.5% |
| Participation rate | 91.0% | 66.2%+24.9pp | 83.0%+8.0pp | 69.9%+21.2pp |
| Annual return | -2.87% | 3.54%-6.4pp | 735.12%-738.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $10,459 | $2,169+382.3% | $5,298+97.4% | $2,111+395.4% |
| Participant deferral / active EE | $2,910 | $2,392+21.7% | $5,081-42.7% | $3,350-13.1% |
| Admin fee / account holder | $50 | $438-88.5% | $13,411-99.6% | $521-90.3% |