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 SERVICES7 years Service code 13 · EIN 94-1606517 | Contract Administrator | $1,546 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,063 |
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 | $94,062 | $47,126+99.6% | $149,673-37.2% | $74,419+26.4% |
| Participation rate | 41.4% | 63.4%-22.0pp | 78.8%-37.3pp | 70.7%-29.3pp |
| Annual return | 14.77% | 22.75%-8.0pp | 134.42%-119.6pp | 34.38%-19.6pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,314 | $2,728+94.8% | $5,680-6.4% | $4,528+17.4% |
| Admin fee / account holder | $6 | $343-98.1% | $13,210-100.0% | $348-98.1% |