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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $86,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,278 | $52,804-31.3% | $86,605-58.1% | $80,167-54.7% |
| Participation rate | 42.2% | 62.6%-20.4pp | 71.7%-29.5pp | 72.9%-30.7pp |
| Annual return | 14.65% | 24.84%-10.2pp | 591.39%-576.7pp | 40.39%-25.7pp |
| Employer contribution / active EE | $631 | $2,140-70.5% | $3,023-79.1% | $2,978-78.8% |
| Participant deferral / active EE | $1,700 | $3,226-47.3% | $4,438-61.7% | $5,017-66.1% |
| Admin fee / account holder | $88 | $113-21.9% | $5,611-98.4% | $145-39.2% |