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 CORPORATION5+ years Service code 13 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $9,911 |
ASCENSUS LLC1 year Filed as: ASCENSUS TPA SOLUTIONS Service code 17 14323 S OUTER 40 STE 600-N · CHESTERFIELD, MO 63017 | Pension Consulting | $2,579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,300 | $85,202-66.8% | $172,739-83.6% | $72,985-61.2% |
| Participation rate | 46.3% | 70.1%-23.8pp | 82.6%-36.4pp | 69.5%-23.2pp |
| Annual return | 15.96% | 27.32%-11.4pp | 802.84%-786.9pp | 81.00%-65.0pp |
| Employer contribution / active EE | $380 | $3,324-88.6% | $5,143-92.6% | $2,440-84.4% |
| Participant deferral / active EE | $1,884 | $3,260-42.2% | $5,198-63.8% | $3,607-47.8% |
| Admin fee / account holder | $197 | $5,884-96.6% | $13,954-98.6% | $5,124-96.1% |