Filed June 14, 2010 (most recent of 5 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 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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $142,879 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $80,979 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,880 | $124,732+40.2% | $180,183-2.9% | $85,563+104.4% |
| Participation rate | 96.2% | 83.2%+13.0pp | 77.4%+18.8pp | 66.0%+30.3pp |
| Annual return | 14.54% | 17.73%-3.2pp | 27.86%-13.3pp | 31.51%-17.0pp |
| Employer contribution / active EE | $5,622 | $5,370+4.7% | $5,039+11.6% | $2,654+111.9% |
| Participant deferral / active EE | $8,143 | $7,763+4.9% | $6,822+19.4% | $4,375+86.1% |
| Admin fee / account holder | $364 | $294+24.0% | $19,975-98.2% | $834-56.4% |