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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $90,898 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,606 | $55,527-30.5% | $81,783-52.8% | $199,768-80.7% |
| Participation rate | 39.0% | 62.7%-23.7pp | 72.4%-33.4pp | 72.0%-33.0pp |
| Annual return | 11.50% | 19.58%-8.1pp | 775.05%-763.6pp | 34.26%-22.8pp |
| Employer contribution / active EE | $573 | $2,111-72.9% | $2,913-80.3% | $3,037-81.1% |
| Participant deferral / active EE | $1,825 | $3,296-44.6% | $4,320-57.8% | $5,090-64.1% |
| Admin fee / account holder | $89 | $347-74.5% | $7,380-98.8% | $269-67.1% |