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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $180,505 |
Filed as: VOYA RETIREMENT INSURANCE Service code 13 · EIN 71-0294708 | Contract Administrator | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,449 | $45,000+125.4% | $143,757-29.4% | $77,904+30.2% |
| Participation rate | 98.0% | 66.8%+31.2pp | 80.3%+17.7pp | 73.7%+24.3pp |
| Annual return | -15.39% | 29.03%-44.4pp | -0.04%-15.4pp | 12.21%-27.6pp |
| Employer contribution / active EE | $3,691 | $1,870+97.4% | $4,951-25.4% | $2,848+29.6% |
| Participant deferral / active EE | $7,362 | $3,157+133.2% | $5,637+30.6% | $4,806+53.2% |
| Admin fee / account holder | $91 | $98-7.6% | $14,673-99.4% | $133-31.4% |