Filed March 24, 1997
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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $31,193 |
ASCENSUS LLC2+ years Filed as: ASCENSUS CONSULTING Service code 15 1102 CHESTNUT HILLS PKWY, SUITE 100 · FORT WAYNE, IN 46814 | Recordkeeping | $6,656 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,088 | $63,924-23.2% | $108,579-54.8% | $55,167-11.0% |
| Participation rate | 80.6% | 74.3%+6.3pp | 79.6%+1.1pp | 69.0%+11.7pp |
| Annual return | 6.90% | 15.31%-8.4pp | -51.70%+58.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $431 | $1,879-77.0% | $3,758-88.5% | $1,963-78.0% |
| Participant deferral / active EE | $1,539 | $3,067-49.8% | $4,311-64.3% | $3,054-49.6% |
| Admin fee / account holder | $347 | $618-43.9% | $7,645-95.5% | $504-31.2% |