Filed July 18, 2006
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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $6,361 |
Filed as: LINCOLN APS Service code 13 · EIN 35-1140070 1015 DORSEY LANE · LOUISVILLE, KY 40223 | Contract Administrator | $50 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,500 | $50,815-71.5% | $155,509-90.7% | $77,643-81.3% |
| Participation rate | 91.9% | 63.1%+28.8pp | 78.2%+13.7pp | 70.6%+21.3pp |
| Annual return | 15.76% | 34.80%-19.0pp | 64.67%-48.9pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,018 | $1,993-48.9% | $4,672-78.2% | $2,726-62.6% |
| Participant deferral / active EE | $1,992 | $2,822-29.4% | $5,626-64.6% | $4,647-57.1% |
| Admin fee / account holder | $10 | $437-97.6% | $15,912-99.9% | $430-97.6% |