Filed December 6, 2001
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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $14,607 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,454 | $56,485+262.0% | $185,823+10.0% | $86,799+135.5% |
| Participation rate | 3.9% | 65.5%-61.6pp | 81.7%-77.8pp | 72.3%-68.4pp |
| Annual return | 12.18% | 118.04%-105.9pp | 122.05%-109.9pp | 97.91%-85.7pp |
| Employer contribution / active EE | $1,301 | $1,843-29.4% | $5,167-74.8% | $2,405-45.9% |
| Participant deferral / active EE | $3,683 | $2,553+44.3% | $5,568-33.8% | $4,131-10.8% |
| Admin fee / account holder | $76 | $150-49.1% | $16,237-99.5% | $170-55.1% |