Filed May 14, 2014
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 | $108,705 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $43,333 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,562 | $50,815+5.4% | $155,509-65.6% | $77,643-31.0% |
| Participation rate | 95.1% | 63.1%+32.0pp | 78.2%+16.9pp | 70.6%+24.5pp |
| Annual return | 11.92% | 34.80%-22.9pp | 64.67%-52.7pp | 31.24%-19.3pp |
| Employer contribution / active EE | $3,091 | $1,993+55.1% | $4,672-33.9% | $2,726+13.4% |
| Participant deferral / active EE | $3,820 | $2,822+35.4% | $5,626-32.1% | $4,647-17.8% |
| Admin fee / account holder | $90 | $437-79.3% | $15,912-99.4% | $430-79.0% |