Filed October 11, 1
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 | Account maintenance fees; Claims proc... | $1,026 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $225 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,339 | $85,202-83.2% | $172,739-91.7% | $72,985-80.4% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.1pp | 69.5%+27.2pp |
| Annual return | 15.04% | 27.32%-12.3pp | 802.84%-787.8pp | 81.00%-66.0pp |
| Employer contribution / active EE | $252 | $3,324-92.4% | $5,143-95.1% | $2,440-89.7% |
| Participant deferral / active EE | $1,168 | $3,260-64.2% | $5,198-77.5% | $3,607-67.6% |
| Admin fee / account holder | $7 | $5,884-99.9% | $13,954-99.9% | $5,124-99.9% |