Filed September 12, 2012 (most recent of 6 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 | $174,442 |
Filed as: VOYA RETIREMENT INSURANCE Service code 13 · EIN 71-0294708 | Contract Administrator | $60 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,684 | $53,136+147.8% | $155,509-15.3% | $199,593-34.0% |
| Participation rate | 97.8% | 64.1%+33.7pp | 78.2%+19.6pp | 72.0%+25.8pp |
| Annual return | 13.05% | 41.15%-28.1pp | 64.67%-51.6pp | 34.25%-21.2pp |
| Employer contribution / active EE | $3,991 | $1,851+115.6% | $4,672-14.6% | $3,034+31.5% |
| Participant deferral / active EE | $8,007 | $3,161+153.3% | $5,626+42.3% | $5,087+57.4% |
| Admin fee / account holder | $84 | $185-54.7% | $15,912-99.5% | $269-68.7% |