Filed July 25, 2006
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 |
|---|---|---|
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $68,545 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,225 |
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 | $108,705 | $53,136+104.6% | $155,509-30.1% | $199,593-45.5% |
| Participation rate | 62.3% | 64.1%-1.8pp | 78.2%-15.9pp | 72.0%-9.6pp |
| Annual return | 12.99% | 41.15%-28.2pp | 64.67%-51.7pp | 34.25%-21.3pp |
| Employer contribution / active EE | $1,742 | $1,851-5.9% | $4,672-62.7% | $3,034-42.6% |
| Participant deferral / active EE | $6,116 | $3,161+93.5% | $5,626+8.7% | $5,087+20.2% |
| Admin fee / account holder | $44 | $185-76.1% | $15,912-99.7% | $269-83.5% |