Filed November 29, 2005
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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $98,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,437 | $43,242-29.6% | $82,726-63.2% | $77,912-60.9% |
| Participation rate | 42.8% | 64.1%-21.2pp | 72.6%-29.7pp | 73.7%-30.8pp |
| Annual return | -13.31% | 2.40%-15.7pp | 701.33%-714.6pp | 12.20%-25.5pp |
| Employer contribution / active EE | $445 | $1,924-76.9% | $3,009-85.2% | $2,848-84.4% |
| Participant deferral / active EE | $1,532 | $3,069-50.1% | $4,394-65.1% | $4,807-68.1% |
| Admin fee / account holder | $100 | $102-2.2% | $5,328-98.1% | $133-24.4% |