Filed October 18, 2004
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 7-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 | $115,411 |
Service code 10 · EIN 14-1764768 ONE EMPIRE DRIVE · RENSSELAER, NY 12153 | Accounting | $59,822 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,080 | $62,928-15.6% | $172,739-69.3% | $67,579-21.5% |
| Participation rate | 59.8% | 64.5%-4.7pp | 82.6%-22.9pp | 71.3%-11.5pp |
| Annual return | 15.63% | 30.36%-14.7pp | 802.84%-787.2pp | 378.56%-362.9pp |
| Employer contribution / active EE | $806 | $1,636-50.8% | $5,143-84.3% | $2,148-62.5% |
| Participant deferral / active EE | $2,499 | $2,145+16.5% | $5,198-51.9% | $3,539-29.4% |
| Admin fee / account holder | $113 | $167-32.4% | $13,954-99.2% | $142-20.8% |