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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,214 |
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.
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 | $38,028 | $61,156-37.8% | $185,823-79.5% | $79,386-52.1% |
| Participation rate | 51.8% | 66.6%-14.8pp | 81.7%-29.9pp | 70.7%-18.9pp |
| Annual return | 10.24% | 19.45%-9.2pp | 122.05%-111.8pp | 116.85%-106.6pp |
| Employer contribution / active EE | $471 | $2,321-79.7% | $5,167-90.9% | $2,427-80.6% |
| Participant deferral / active EE | $1,822 | $2,789-34.7% | $5,568-67.3% | $4,046-55.0% |
| Admin fee / account holder | $9 | $710-98.8% | $16,237-99.9% | $626-98.6% |