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 | Claims processing; Recordkeeping and ... | $1,143 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $250 |
Employer contribution per participant 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 | $15,440 | $91,190-83.1% | $178,490-91.3% | $79,858-80.7% |
| Participation rate | 97.7% | 69.2%+28.5pp | 81.9%+15.8pp | 69.6%+28.1pp |
| Annual return | 11.00% | 24.19%-13.2pp | 151.07%-140.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $273 | $3,256-91.6% | $5,011-94.6% | $2,471-89.0% |
| Participant deferral / active EE | $921 | $3,236-71.5% | $5,202-82.3% | $3,740-75.4% |
| Admin fee / account holder | $8 | $6,751-99.9% | $13,984-99.9% | $5,306-99.8% |