Filed October 6, 2010 (most recent of 3 filings on file)
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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $91,191 |
Filed as: RETIREMENT PLAN CONCEPTS & SVCS Service code 64 · EIN 35-2091834 | Recordkeeping Fees | $25,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,058 | $56,095-64.2% | $178,490-88.8% | $90,288-77.8% |
| Participation rate | 30.0% | 65.6%-35.6pp | 81.9%-51.9pp | 73.4%-43.4pp |
| Annual return | 15.68% | 28.81%-13.1pp | 151.07%-135.4pp | 53.97%-38.3pp |
| Employer contribution / active EE | $261 | $1,572-83.4% | $5,011-94.8% | $2,524-89.6% |
| Participant deferral / active EE | $695 | $2,669-74.0% | $5,202-86.6% | $4,232-83.6% |
| Admin fee / account holder | $115 | $101+14.1% | $13,984-99.2% | $114+0.7% |