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 | $49,915-40.4% | $154,803-80.8% | $74,304-60.0% |
| Participation rate | 85.1% | 54.0%+31.2pp | 78.1%+7.0pp | 60.3%+24.8pp |
| Annual return | 9.35% | 34.06%-24.7pp | 58.88%-49.5pp | 29.43%-20.1pp |
| Employer contribution / active EE | $1,220 | $1,611-24.3% | $4,305-71.7% | $2,241-45.6% |
| Participant deferral / active EE | $1,430 | $2,255-36.6% | $5,540-74.2% | $3,767-62.0% |
| Admin fee / account holder | $278 | $2,189-87.3% | $14,329-98.1% | $2,969-90.6% |