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 CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $93,379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,442 | $63,770-31.9% | $71,209-39.0% | $102,872-57.8% |
| Participation rate | 40.5% | 61.0%-20.5pp | 73.8%-33.3pp | 73.0%-32.5pp |
| Annual return | 14.55% | 16.01%-1.5pp | 282.51%-268.0pp | 19.06%-4.5pp |
| Employer contribution / active EE | $817 | $2,367-65.5% | $2,721-70.0% | $3,526-76.8% |
| Participant deferral / active EE | $2,141 | $3,587-40.3% | $4,175-48.7% | $5,535-61.3% |
| Admin fee / account holder | $91 | $220-58.5% | $5,349-98.3% | $292-68.8% |