Filed December 10, 2014
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 8-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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,819 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $420 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,972 | $47,126-81.0% | $149,673-94.0% | $74,419-87.9% |
| Participation rate | 80.9% | 63.4%+17.5pp | 78.8%+2.1pp | 70.7%+10.1pp |
| Annual return | 22.70% | 22.75%0pp | 134.42%-111.7pp | 34.38%-11.7pp |
| Employer contribution / active EE | $727 | $1,905-61.9% | $4,818-84.9% | $2,637-72.4% |
| Participant deferral / active EE | $2,097 | $2,728-23.1% | $5,680-63.1% | $4,528-53.7% |
| Admin fee / account holder | $6 | $343-98.3% | $13,210-100.0% | $348-98.3% |