Filed September 23, 2008
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 |
|---|---|---|
COMMERCIAL SUPPORT SERVICES6 years Service code 13 · EIN 94-1606517 | Contract Administrator | $2,247 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,033 |
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 | $78,121 | $46,292+68.8% | $143,757-45.7% | $64,808+20.5% |
| Participation rate | 46.4% | 64.2%-17.8pp | 80.3%-33.9pp | 71.5%-25.1pp |
| Annual return | -12.89% | -10.05%-2.8pp | -0.04%-12.9pp | 32.82%-45.7pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,344 | $2,646+102.0% | $5,637-5.2% | $4,310+24.0% |
| Admin fee / account holder | $8 | $154-94.6% | $14,673-99.9% | $188-95.6% |