Filed February 17, 2014
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 Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $39,450 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $4,210 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,756 | $45,343-34.4% | $150,298-80.2% | $67,986-56.2% |
| Participation rate | 85.1% | 51.9%+33.2pp | 77.8%+7.3pp | 57.2%+27.9pp |
| Annual return | 9.35% | 33.28%-23.9pp | 62.79%-53.4pp | 31.67%-22.3pp |
| Employer contribution / active EE | $1,220 | $1,462-16.5% | $4,154-70.6% | $2,019-39.6% |
| Participant deferral / active EE | $1,430 | $2,055-30.4% | $5,453-73.8% | $3,358-57.4% |
| Admin fee / account holder | $278 | $2,250-87.6% | $14,116-98.0% | $3,203-91.3% |