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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,953 |
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 | $42,886 | $53,901-20.4% | $134,143-68.0% | $73,488-41.6% |
| Participation rate | 51.4% | 62.8%-11.4pp | 72.2%-20.8pp | 70.7%-19.3pp |
| Annual return | 15.12% | 15.82%-0.7pp | 36.33%-21.2pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,408 | $1,458-3.5% | $3,704-62.0% | $2,270-38.0% |
| Participant deferral / active EE | $2,458 | $2,739-10.3% | $3,499-29.8% | $3,740-34.3% |
| Admin fee / account holder | $120 | $581-79.3% | $6,684-98.2% | $513-76.6% |