Filed November 29, 2005 (most recent of 2 filings on file)
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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,498 |
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 | $48,952 | $52,293-6.4% | $178,490-72.6% | $73,409-33.3% |
| Participation rate | 32.4% | 65.3%-32.9pp | 81.9%-49.5pp | 72.2%-39.7pp |
| Annual return | 11.87% | 34.75%-22.9pp | 151.07%-139.2pp | 59.29%-47.4pp |
| Employer contribution / active EE | $322 | $1,735-81.5% | $5,011-93.6% | $2,234-85.6% |
| Participant deferral / active EE | $911 | $2,332-60.9% | $5,202-82.5% | $3,805-76.1% |
| Admin fee / account holder | $187 | $127+47.2% | $13,984-98.7% | $158+18.7% |