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 CORPORATION7+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $29,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,755 | $61,052-16.9% | $142,863-64.5% | $79,386-36.1% |
| Participation rate | 54.3% | 60.1%-5.8pp | 71.9%-17.6pp | 70.7%-16.4pp |
| Annual return | 12.89% | 16.02%-3.1pp | 5637.54%-5624.7pp | 116.85%-104.0pp |
| Employer contribution / active EE | $754 | $1,481-49.1% | $4,144-81.8% | $2,427-68.9% |
| Participant deferral / active EE | $2,575 | $2,879-10.6% | $3,837-32.9% | $4,046-36.4% |
| Admin fee / account holder | $186 | $659-71.8% | $6,560-97.2% | $626-70.3% |