Filed May 4, 2011
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,573 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,395 | $39,859+51.5% | $78,689-23.2% | $57,658+4.7% |
| Participation rate | 61.0% | 66.1%-5.1pp | 73.6%-12.6pp | 70.2%-9.2pp |
| Annual return | 7.81% | 18.96%-11.2pp | 62.18%-54.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,718 | $1,786-3.8% | $2,851-39.7% | $1,974-12.9% |
| Participant deferral / active EE | $3,264 | $2,248+45.2% | $3,517-7.2% | $3,061+6.6% |
| Admin fee / account holder | $13 | $76-83.2% | $4,510-99.7% | $95-86.4% |