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 CORPORATION9+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $126,592 |
Filed as: RETIREMENT PLAN CONCEPTS & SVCS Service code 64 · EIN 35-2091834 | Recordkeeping Fees | $26,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,536 | $50,127-55.0% | $149,673-84.9% | $80,160-71.9% |
| Participation rate | 42.3% | 64.3%-22.0pp | 78.8%-36.5pp | 72.9%-30.7pp |
| Annual return | 17.68% | 29.82%-12.1pp | 134.42%-116.7pp | 40.38%-22.7pp |
| Employer contribution / active EE | $599 | $1,865-67.9% | $4,818-87.6% | $2,978-79.9% |
| Participant deferral / active EE | $1,646 | $3,194-48.5% | $5,680-71.0% | $5,017-67.2% |
| Admin fee / account holder | $141 | $153-7.4% | $13,210-98.9% | $145-2.4% |