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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,043 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $14,443 |
Service code 27 · EIN 45-3764090 | Advisory (Plan) | $10,832 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,235 | $50,127-33.7% | $149,673-77.8% | $80,160-58.5% |
| Participation rate | 64.7% | 64.3%+0.4pp | 78.8%-14.1pp | 72.9%-8.3pp |
| Annual return | 10.73% | 29.82%-19.1pp | 134.42%-123.7pp | 40.38%-29.7pp |
| Employer contribution / active EE | $4,455 | $1,865+138.9% | $4,818-7.5% | $2,978+49.6% |
| Participant deferral / active EE | $1,194 | $3,194-62.6% | $5,680-79.0% | $5,017-76.2% |
| Admin fee / account holder | $41 | $153-73.4% | $13,210-99.7% | $145-71.9% |