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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,551 |
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 | $43,623 | $55,415-21.3% | $155,509-71.9% | $74,495-41.4% |
| Participation rate | 44.3% | 61.9%-17.6pp | 78.2%-33.9pp | 67.2%-22.9pp |
| Annual return | 10.95% | 268.50%-257.5pp | 64.67%-53.7pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $543 | $2,267-76.1% | $4,672-88.4% | $2,623-79.3% |
| Participant deferral / active EE | $1,974 | $2,836-30.4% | $5,626-64.9% | $4,346-54.6% |
| Admin fee / account holder | $1 | $1,738-99.9% | $15,912-100.0% | $1,942-99.9% |