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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $42,083 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 17 · EIN 47-1411118 | Pension Consulting | $39,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,862 | $37,196+112.0% | $154,107-48.8% | $55,725+41.5% |
| Participation rate | 63.4% | 64.1%-0.7pp | 83.0%-19.7pp | 70.9%-7.5pp |
| Annual return | -3.48% | 1319.68%-1323.2pp | 735.12%-738.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,608 | $1,614-0.4% | $5,298-69.6% | $2,078-22.6% |
| Participant deferral / active EE | $3,034 | $2,068+46.7% | $5,081-40.3% | $3,356-9.6% |
| Admin fee / account holder | $304 | $102+199.5% | $13,411-97.7% | $115+164.2% |