Filed October 18, 2004 (most recent of 3 filings on file)
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 CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $100,872 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $2,805 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $0 |
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 | $47,595 | $104,697-54.5% | $96,544-50.7% | $80,160-40.6% |
| Participation rate | 94.7% | 86.4%+8.4pp | 76.0%+18.8pp | 72.9%+21.8pp |
| Annual return | -4.94% | 21.78%-26.7pp | 25.84%-30.8pp | 40.38%-45.3pp |
| Employer contribution / active EE | $2,992 | $3,536-15.4% | $2,965+0.9% | $2,978+0.5% |
| Participant deferral / active EE | $5,525 | $6,188-10.7% | $4,851+13.9% | $5,017+10.1% |
| Admin fee / account holder | $67 | $107-37.4% | $8,252-99.2% | $145-53.9% |