Filed September 1, 2008
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 | $53,407 |
OLD PORT ADVISORS2 years Service code 16 · EIN 01-0488404 | Consulting | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,037 | $46,292+49.1% | $143,757-52.0% | $64,808+6.5% |
| Participation rate | 47.9% | 64.2%-16.3pp | 80.3%-32.4pp | 71.5%-23.6pp |
| Annual return | -14.22% | -10.05%-4.2pp | -0.04%-14.2pp | 32.82%-47.0pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,168 | $2,646-18.1% | $5,637-61.5% | $4,310-49.7% |
| Admin fee / account holder | $212 | $154+37.6% | $14,673-98.6% | $188+12.7% |