Filed February 11, 2011
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 CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $24,102 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 | Advisory (Plan) | $14,996 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $70 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,302 | $52,208-24.7% | $86,612-54.6% | $74,419-47.2% |
| Participation rate | 27.1% | 66.3%-39.2pp | 71.7%-44.6pp | 70.7%-43.6pp |
| Annual return | 21.57% | 44.46%-22.9pp | 591.07%-569.5pp | 34.38%-12.8pp |
| Employer contribution / active EE | $642 | $2,282-71.9% | $3,022-78.8% | $2,637-75.7% |
| Participant deferral / active EE | $746 | $3,383-77.9% | $4,438-83.2% | $4,528-83.5% |
| Admin fee / account holder | $215 | $319-32.5% | $5,614-96.2% | $348-38.1% |