Filed November 4, 2010
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 Filed as: LINCOLN FINANCIAL ADVISORS Service code 15 · EIN 35-1151034 | Recordkeeping | $9,138 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,483 |
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 | $38,249 | $111,754-65.8% | $103,333-63.0% | $145,922-73.8% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.5%-39.5pp | 80.3%-45.3pp |
| Annual return | 10.56% | 24.77%-14.2pp | 24.88%-14.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,817 | $4,212-56.9% | $3,868-53.0% | $4,660-61.0% |
| Participant deferral / active EE | $9,858 | $5,619+75.4% | $5,057+94.9% | $6,688+47.4% |
| Admin fee / account holder | $204 | $9,750-97.9% | $8,355-97.6% | $13,397-98.5% |