Filed October 30, 2018
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 35-1140070 | Contract Administrator | $58,909 |
Service code 27 · EIN 47-1566880 | Advisory (Plan) | $18,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,885 | $46,292-26.8% | $143,757-76.4% | $64,808-47.7% |
| Participation rate | 25.9% | 64.2%-38.3pp | 80.3%-54.4pp | 71.5%-45.6pp |
| Annual return | -14.57% | -10.05%-4.5pp | -0.04%-14.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $204 | $1,910-89.3% | $4,951-95.9% | $2,506-91.9% |
| Participant deferral / active EE | $953 | $2,646-64.0% | $5,637-83.1% | $4,310-77.9% |
| Admin fee / account holder | $423 | $154+175.3% | $14,673-97.1% | $188+125.4% |