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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $53,836 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 17 · EIN 47-1411118 | Pension Consulting | $50,576 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,891 | $46,292+85.5% | $143,757-40.3% | $64,808+32.5% |
| Participation rate | 70.2% | 64.2%+6.0pp | 80.3%-10.1pp | 71.5%-1.2pp |
| Annual return | -10.87% | -10.05%-0.8pp | -0.04%-10.8pp | 32.82%-43.7pp |
| Employer contribution / active EE | $1,988 | $1,910+4.1% | $4,951-59.8% | $2,506-20.6% |
| Participant deferral / active EE | $4,196 | $2,646+58.6% | $5,637-25.6% | $4,310-2.6% |
| Admin fee / account holder | $291 | $154+89.1% | $14,673-98.0% | $188+54.9% |