Filed August 5, 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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $30,887 |
KPLANS, INC.1+ years Service code 26 · EIN 95-4514127 | Advisory (Participants) | $24,000 |
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 | $55,788 | $37,117+50.3% | $147,614-62.2% | $55,191+1.1% |
| Participation rate | 44.5% | 63.6%-19.1pp | 84.6%-40.1pp | 69.2%-24.7pp |
| Annual return | 0.39% | 3.44%-3.1pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $866 | $1,620-46.6% | $5,564-84.4% | $1,899-54.4% |
| Participant deferral / active EE | $2,098 | $1,985+5.6% | $4,895-57.2% | $3,046-31.1% |
| Admin fee / account holder | $72 | $86-15.4% | $11,611-99.4% | $91-20.3% |