Filed August 14, 2003
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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $20,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,231 | $46,722-20.3% | $130,648-71.5% | $65,185-42.9% |
| Participation rate | 49.0% | 60.9%-12.0pp | 71.7%-22.8pp | 70.2%-21.2pp |
| Annual return | 24.91% | 24.17%+0.7pp | 1708.96%-1684.0pp | 29.38%-4.5pp |
| Employer contribution / active EE | $1,333 | $1,488-10.4% | $4,092-67.4% | $2,177-38.8% |
| Participant deferral / active EE | $1,991 | $2,545-21.8% | $3,603-44.7% | $3,514-43.3% |
| Admin fee / account holder | $136 | $453-69.9% | $5,464-97.5% | $847-83.9% |