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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $138,730 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICE Service code 15 · EIN 35-2091834 | Recordkeeping | $39,987 |
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 | $29,848 | $53,136-43.8% | $155,509-80.8% | $199,593-85.0% |
| Participation rate | 45.4% | 64.1%-18.7pp | 78.2%-32.8pp | 72.0%-26.6pp |
| Annual return | 13.70% | 41.15%-27.4pp | 64.67%-51.0pp | 34.25%-20.6pp |
| Employer contribution / active EE | $680 | $1,851-63.3% | $4,672-85.4% | $3,034-77.6% |
| Participant deferral / active EE | $1,872 | $3,161-40.8% | $5,626-66.7% | $5,087-63.2% |
| Admin fee / account holder | $214 | $185+15.2% | $15,912-98.7% | $269-20.6% |