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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $46,234 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 17 · EIN 47-1411118 | Pension Consulting | $43,275 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,012 | $52,293+76.0% | $178,490-48.4% | $73,409+25.3% |
| Participation rate | 68.0% | 65.3%+2.6pp | 81.9%-13.9pp | 72.2%-4.2pp |
| Annual return | 11.99% | 34.75%-22.8pp | 151.07%-139.1pp | 59.29%-47.3pp |
| Employer contribution / active EE | $1,774 | $1,735+2.2% | $5,011-64.6% | $2,234-20.6% |
| Participant deferral / active EE | $3,457 | $2,332+48.2% | $5,202-33.5% | $3,805-9.2% |
| Admin fee / account holder | $301 | $127+136.6% | $13,984-97.8% | $158+90.8% |