Filed August 30, 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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,892 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $16,422 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,320 | $36,916-45.0% | $156,549-87.0% | $57,658-64.8% |
| Participation rate | 48.1% | 63.4%-15.3pp | 84.0%-35.9pp | 70.2%-22.1pp |
| Annual return | 7.77% | 12.38%-4.6pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $654 | $1,571-58.4% | $5,501-88.1% | $1,974-66.9% |
| Participant deferral / active EE | $1,470 | $1,926-23.7% | $4,871-69.8% | $3,061-52.0% |
| Admin fee / account holder | $68 | $82-17.4% | $13,027-99.5% | $95-28.0% |