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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $284,211 |
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 | $70,307 | $50,127+40.3% | $149,673-53.0% | $80,160-12.3% |
| Participation rate | 70.2% | 64.3%+5.9pp | 78.8%-8.6pp | 72.9%-2.8pp |
| Annual return | 16.69% | 29.82%-13.1pp | 134.42%-117.7pp | 40.38%-23.7pp |
| Employer contribution / active EE | $1,525 | $1,865-18.2% | $4,818-68.4% | $2,978-48.8% |
| Participant deferral / active EE | $4,263 | $3,194+33.5% | $5,680-24.9% | $5,017-15.0% |
| Admin fee / account holder | $153 | $153+0.2% | $13,210-98.8% | $145+5.5% |