Filed December 22, 2014
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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $45,687 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $24,958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,792 | $50,815-33.5% | $155,509-78.3% | $77,643-56.5% |
| Participation rate | 58.7% | 63.1%-4.4pp | 78.2%-19.5pp | 70.6%-11.9pp |
| Annual return | 8.86% | 34.80%-25.9pp | 64.67%-55.8pp | 31.24%-22.4pp |
| Employer contribution / active EE | $585 | $1,993-70.6% | $4,672-87.5% | $2,726-78.5% |
| Participant deferral / active EE | $2,829 | $2,822+0.2% | $5,626-49.7% | $4,647-39.1% |
| Admin fee / account holder | $176 | $437-59.7% | $15,912-98.9% | $430-59.1% |