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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,146 |
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 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 | $30,538 | $52,953-42.3% | $172,739-82.3% | $65,185-53.2% |
| Participation rate | 50.6% | 66.2%-15.6pp | 82.6%-32.0pp | 70.2%-19.6pp |
| Annual return | 12.58% | 30.12%-17.5pp | 802.84%-790.3pp | 29.38%-16.8pp |
| Employer contribution / active EE | $403 | $2,190-81.6% | $5,143-92.2% | $2,177-81.5% |
| Participant deferral / active EE | $1,602 | $2,471-35.1% | $5,198-69.2% | $3,514-54.4% |
| Admin fee / account holder | $4 | $472-99.1% | $13,954-100.0% | $847-99.5% |