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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICE COMPANY Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $50,528 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,745 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,481 | $61,272-9.4% | $149,673-62.9% | $71,457-22.4% |
| Participation rate | 93.4% | 62.5%+30.9pp | 78.8%+14.7pp | 67.9%+25.5pp |
| Annual return | 22.65% | 35.85%-13.2pp | 134.42%-111.8pp | 28.85%-6.2pp |
| Employer contribution / active EE | $5,074 | $2,378+113.3% | $4,818+5.3% | $2,588+96.1% |
| Participant deferral / active EE | $2,106 | $2,917-27.8% | $5,680-62.9% | $4,289-50.9% |
| Admin fee / account holder | $326 | $1,261-74.2% | $13,210-97.5% | $1,587-79.5% |