Filed January 6, 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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,191 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,166 | $47,977-43.4% | $154,107-82.4% | $56,287-51.7% |
| Participation rate | 53.1% | 66.2%-13.1pp | 83.0%-29.9pp | 69.9%-16.8pp |
| Annual return | -1.07% | 3.54%-4.6pp | 735.12%-736.2pp | -9.96%+8.9pp |
| Employer contribution / active EE | $421 | $2,169-80.6% | $5,298-92.0% | $2,111-80.0% |
| Participant deferral / active EE | $1,922 | $2,392-19.6% | $5,081-62.2% | $3,350-42.6% |
| Admin fee / account holder | $8 | $438-98.1% | $13,411-99.9% | $521-98.4% |