Filed August 23, 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 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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $2,648 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,006 | $55,415-0.7% | $155,509-64.6% | $74,495-26.2% |
| Participation rate | 92.8% | 61.9%+30.9pp | 78.2%+14.6pp | 67.2%+25.6pp |
| Annual return | 12.80% | 268.50%-255.7pp | 64.67%-51.9pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,757 | $2,267-22.5% | $4,672-62.4% | $2,623-33.0% |
| Participant deferral / active EE | $4,101 | $2,836+44.6% | $5,626-27.1% | $4,346-5.6% |
| Admin fee / account holder | $16 | $1,738-99.1% | $15,912-99.9% | $1,942-99.2% |