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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $34,983 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $13,346 |
Service code 27 · EIN 45-3764090 | Advisory (Plan) | $10,009 |
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 reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,482 | $67,512-62.3% | $185,823-86.3% | $93,030-72.6% |
| Participation rate | 65.9% | 67.1%-1.2pp | 81.7%-15.8pp | 73.9%-8.0pp |
| Annual return | 7.80% | 21.04%-13.2pp | 122.05%-114.3pp | 158.70%-150.9pp |
| Employer contribution / active EE | $5,261 | $1,783+195.0% | $5,167+1.8% | $2,706+94.4% |
| Participant deferral / active EE | $862 | $3,035-71.6% | $5,568-84.5% | $4,562-81.1% |
| Admin fee / account holder | $40 | $318-87.4% | $16,237-99.8% | $152-73.7% |