Filed April 1, 2006 (most recent of 2 filings on file)
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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $44,594 |
THE BENEFIT PRACTICE4 years Service code 15 · EIN 13-4144565 | Recordkeeping | $6,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,505 | $62,127+71.4% | $81,382+30.9% | $74,495+43.0% |
| Participation rate | 53.6% | 64.0%-10.5pp | 69.5%-15.9pp | 67.2%-13.6pp |
| Annual return | 13.56% | 16.48%-2.9pp | 24.73%-11.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,424 | $3,229+99.0% | $3,883+65.4% | $4,346+47.8% |
| Admin fee / account holder | $391 | $1,934-79.8% | $5,768-93.2% | $1,942-79.9% |