Filed October 27, 2004
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 8-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 |
|---|---|---|
Filed as: LINCOLN RETIREMENT SERVICE COMPANY Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $36,009 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,947 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,737 | $65,061-28.2% | $143,757-67.5% | $66,914-30.2% |
| Participation rate | 87.8% | 65.2%+22.7pp | 80.3%+7.5pp | 69.8%+18.0pp |
| Annual return | -15.73% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $4,662 | $2,361+97.5% | $4,951-5.8% | $2,544+83.3% |
| Participant deferral / active EE | $1,899 | $2,919-35.0% | $5,637-66.3% | $4,237-55.2% |
| Admin fee / account holder | $218 | $502-56.6% | $14,673-98.5% | $593-63.3% |