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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $168,760 |
Filed as: VOYA RETIREMENT INSURANCE Service code 13 · EIN 71-0294708 | Contract Administrator | $60 |
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 | $117,876 | $50,127+135.2% | $149,673-21.2% | $80,160+47.1% |
| Participation rate | 97.6% | 64.3%+33.3pp | 78.8%+18.8pp | 72.9%+24.7pp |
| Annual return | 17.72% | 29.82%-12.1pp | 134.42%-116.7pp | 40.38%-22.7pp |
| Employer contribution / active EE | $3,904 | $1,865+109.4% | $4,818-19.0% | $2,978+31.1% |
| Participant deferral / active EE | $7,698 | $3,194+141.0% | $5,680+35.5% | $5,017+53.4% |
| Admin fee / account holder | $83 | $153-45.7% | $13,210-99.4% | $145-42.8% |