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 CORPORATION8+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $121,107 |
Filed as: RETIREMENT PLAN CONCEPTS & SVCS Service code 64 · EIN 35-2091834 | Recordkeeping Fees | $15,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,072 | $45,000-57.6% | $143,757-86.7% | $77,904-75.5% |
| Participation rate | 40.2% | 66.8%-26.6pp | 80.3%-40.1pp | 73.7%-33.4pp |
| Annual return | -17.45% | 29.03%-46.5pp | -0.04%-17.4pp | 12.21%-29.7pp |
| Employer contribution / active EE | $552 | $1,870-70.5% | $4,951-88.8% | $2,848-80.6% |
| Participant deferral / active EE | $1,518 | $3,157-51.9% | $5,637-73.1% | $4,806-68.4% |
| Admin fee / account holder | $135 | $98+37.2% | $14,673-99.1% | $133+1.9% |