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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,006 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $17,267 |
Service code 27 · EIN 45-3764090 | Advisory (Plan) | $12,950 |
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 | $37,580 | $53,136-29.3% | $155,509-75.8% | $199,593-81.2% |
| Participation rate | 67.6% | 64.1%+3.5pp | 78.2%-10.6pp | 72.0%-4.4pp |
| Annual return | 7.67% | 41.15%-33.5pp | 64.67%-57.0pp | 34.25%-26.6pp |
| Employer contribution / active EE | $5,151 | $1,851+178.3% | $4,672+10.3% | $3,034+69.8% |
| Participant deferral / active EE | $1,414 | $3,161-55.3% | $5,626-74.9% | $5,087-72.2% |
| Admin fee / account holder | $48 | $185-74.2% | $15,912-99.7% | $269-82.2% |