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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $305,245 |
Filed as: VOYA RETIREMENT INSURANCE CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,321 | $45,000+42.9% | $143,757-55.3% | $77,904-17.4% |
| Participation rate | 69.3% | 66.8%+2.5pp | 80.3%-11.0pp | 73.7%-4.4pp |
| Annual return | -15.15% | 29.03%-44.2pp | -0.04%-15.1pp | 12.21%-27.4pp |
| Employer contribution / active EE | $1,504 | $1,870-19.6% | $4,951-69.6% | $2,848-47.2% |
| Participant deferral / active EE | $3,969 | $3,157+25.7% | $5,637-29.6% | $4,806-17.4% |
| Admin fee / account holder | $165 | $98+67.4% | $14,673-98.9% | $133+24.3% |