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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $77,401 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $12,268 |
Service code 27 · EIN 45-3764090 | Advisory (Plan) | $9,201 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,529 | $52,953+42.6% | $172,739-56.3% | $65,185+15.9% |
| Participation rate | 91.2% | 66.2%+25.0pp | 82.6%+8.5pp | 70.2%+21.0pp |
| Annual return | 15.31% | 30.12%-14.8pp | 802.84%-787.5pp | 29.38%-14.1pp |
| Employer contribution / active EE | $12,054 | $2,190+450.5% | $5,143+134.4% | $2,177+453.8% |
| Participant deferral / active EE | $3,051 | $2,471+23.5% | $5,198-41.3% | $3,514-13.2% |
| Admin fee / account holder | $162 | $472-65.8% | $13,954-98.8% | $847-80.9% |