Filed November 17, 2010
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 CORPORATION4+ years Service code 13 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $13,578 |
Filed as: BENEFITS OF MISSOURI Service code 17 14323 S OUTER 40 STE 600-N · CHESTERFIELD, MO 63017 | Pension Consulting | $1,802 |
ASCENSUS LLC1 year Service code 17 200 DRYDEN RD E · DRESHER, PA 19025 | Pension Consulting | $220 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,971 | $47,977-54.2% | $154,107-85.7% | $56,287-61.0% |
| Participation rate | 48.3% | 66.2%-17.9pp | 83.0%-34.8pp | 69.9%-21.6pp |
| Annual return | -4.64% | 3.54%-8.2pp | 735.12%-739.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $345 | $2,169-84.1% | $5,298-93.5% | $2,111-83.6% |
| Participant deferral / active EE | $1,376 | $2,392-42.5% | $5,081-72.9% | $3,350-58.9% |
| Admin fee / account holder | $174 | $438-60.4% | $13,411-98.7% | $521-66.7% |