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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,976 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $13,470 |
Service code 27 · EIN 45-3764090 | Advisory (Plan) | $10,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,616 | $45,000-45.3% | $143,757-82.9% | $77,904-68.4% |
| Participation rate | 63.7% | 66.8%-3.1pp | 80.3%-16.6pp | 73.7%-10.0pp |
| Annual return | -12.88% | 29.03%-41.9pp | -0.04%-12.8pp | 12.21%-25.1pp |
| Employer contribution / active EE | $4,002 | $1,870+114.0% | $4,951-19.2% | $2,848+40.5% |
| Participant deferral / active EE | $1,039 | $3,157-67.1% | $5,637-81.6% | $4,806-78.4% |
| Admin fee / account holder | $33 | $98-66.9% | $14,673-99.8% | $133-75.4% |