Filed July 13, 2010 (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 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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $346,707 |
Filed as: VOYA RETIREMENT INSURANCE CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,786 | $53,136+42.6% | $155,509-51.3% | $199,593-62.0% |
| Participation rate | 71.6% | 64.1%+7.5pp | 78.2%-6.6pp | 72.0%-0.4pp |
| Annual return | 13.48% | 41.15%-27.7pp | 64.67%-51.2pp | 34.25%-20.8pp |
| Employer contribution / active EE | $1,575 | $1,851-14.9% | $4,672-66.3% | $3,034-48.1% |
| Participant deferral / active EE | $4,479 | $3,161+41.7% | $5,626-20.4% | $5,087-11.9% |
| Admin fee / account holder | $185 | $185-0.2% | $15,912-98.8% | $269-31.1% |