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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $73,364 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 17 · EIN 47-1411118 | Pension Consulting | $66,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,352 | $50,815+93.6% | $155,509-36.8% | $77,643+26.7% |
| Participation rate | 67.9% | 63.1%+4.8pp | 78.2%-10.3pp | 70.6%-2.7pp |
| Annual return | 16.16% | 34.80%-18.6pp | 64.67%-48.5pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,923 | $1,993-3.5% | $4,672-58.8% | $2,726-29.5% |
| Participant deferral / active EE | $4,441 | $2,822+57.4% | $5,626-21.1% | $4,647-4.4% |
| Admin fee / account holder | $173 | $437-60.3% | $15,912-98.9% | $430-59.7% |