Filed October 30, 2015
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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $34,757 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 17 · EIN 47-1411118 | Pension Consulting | $4,114 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,152 | $36,916+98.2% | $156,549-53.3% | $57,658+26.9% |
| Participation rate | 62.7% | 63.4%-0.7pp | 84.0%-21.3pp | 70.2%-7.5pp |
| Annual return | 8.54% | 12.38%-3.8pp | 32.23%-23.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,457 | $1,571-7.2% | $5,501-73.5% | $1,974-26.2% |
| Participant deferral / active EE | $3,003 | $1,926+56.0% | $4,871-38.3% | $3,061-1.9% |
| Admin fee / account holder | $150 | $82+81.2% | $13,027-98.9% | $95+58.2% |