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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,261 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,687 | $65,061-48.2% | $143,757-76.6% | $66,914-49.7% |
| Participation rate | 53.5% | 65.2%-11.7pp | 80.3%-26.8pp | 69.8%-16.3pp |
| Annual return | -10.74% | -11.14%+0.4pp | -0.04%-10.7pp | 1.58%-12.3pp |
| Employer contribution / active EE | $543 | $2,361-77.0% | $4,951-89.0% | $2,544-78.7% |
| Participant deferral / active EE | $2,035 | $2,919-30.3% | $5,637-63.9% | $4,237-52.0% |
| Admin fee / account holder | $5 | $502-99.1% | $14,673-100.0% | $593-99.2% |