Filed April 26, 2017 (most recent of 2 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 9-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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,286 |
Service code 52 | Indirect Investment Fees | $7,473 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,781 | $74,089-28.8% | $133,980-60.6% | $55,167-4.3% |
| Participation rate | 77.3% | 84.3%-7.0pp | 87.1%-9.8pp | 69.0%+8.3pp |
| Annual return | 35.94% | 12.11%+23.8pp | 29.30%+6.6pp | 169.23%-133.3pp |
| Employer contribution / active EE | $6,756 | $3,064+120.5% | $5,211+29.6% | $1,963+244.2% |
| Participant deferral / active EE | $1,222 | $4,678-73.9% | $6,282-80.6% | $3,054-60.0% |
| Admin fee / account holder | $544 | $458+18.7% | $9,324-94.2% | $504+8.0% |