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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,200 |
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 | $34,900 | $58,879-40.7% | $178,490-80.4% | $73,488-52.5% |
| Participation rate | 50.7% | 66.2%-15.5pp | 81.9%-31.2pp | 70.7%-20.0pp |
| Annual return | 10.02% | 24.86%-14.8pp | 151.07%-141.0pp | 28.51%-18.5pp |
| Employer contribution / active EE | $483 | $2,236-78.4% | $5,011-90.4% | $2,270-78.7% |
| Participant deferral / active EE | $1,771 | $2,567-31.0% | $5,202-66.0% | $3,740-52.7% |
| Admin fee / account holder | $27 | $400-93.2% | $13,984-99.8% | $513-94.7% |