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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,800 |
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 | $38,953 | $61,272-36.4% | $149,673-74.0% | $71,457-45.5% |
| Participation rate | 51.5% | 62.5%-11.0pp | 78.8%-27.3pp | 67.9%-16.4pp |
| Annual return | 12.29% | 35.85%-23.6pp | 134.42%-122.1pp | 28.85%-16.6pp |
| Employer contribution / active EE | $506 | $2,378-78.7% | $4,818-89.5% | $2,588-80.4% |
| Participant deferral / active EE | $1,838 | $2,917-37.0% | $5,680-67.6% | $4,289-57.1% |
| Admin fee / account holder | $31 | $1,261-97.6% | $13,210-99.8% | $1,587-98.1% |