Filed December 10, 2005
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 CORPORATION1+ years Service code 12 · EIN 35-1140070 | Contract Administrator; Claims proces... | $27,317 |
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES PENSION ASSOCIATES Service code 15 · EIN 38-2438760 37923 W. TWELVE MILE ROAD · FARMINGTON HILLS, MI 48331 | Recordkeeping | $8,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,710 | $52,467-51.0% | $57,179-55.0% | $55,167-53.4% |
| Participation rate | 58.2% | 75.8%-17.6pp | 75.3%-17.1pp | 69.0%-10.8pp |
| Annual return | -0.07% | 7.72%-7.8pp | 14.59%-14.7pp | 169.23%-169.3pp |
| Employer contribution / active EE | $970 | $2,477-60.8% | $2,682-63.8% | $1,963-50.6% |
| Participant deferral / active EE | $2,010 | $2,830-29.0% | $3,096-35.1% | $3,054-34.2% |
| Admin fee / account holder | $205 | $269-23.9% | $3,139-93.5% | $504-59.4% |