Filed December 4, 2013
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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,939 |
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 | $15,518 | $37,117-58.2% | $147,614-89.5% | $55,191-71.9% |
| Participation rate | 66.1% | 63.6%+2.5pp | 84.6%-18.5pp | 69.2%-3.0pp |
| Annual return | 2.15% | 3.44%-1.3pp | 61.98%-59.8pp | 10.78%-8.6pp |
| Employer contribution / active EE | $640 | $1,620-60.5% | $5,564-88.5% | $1,899-66.3% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $24 | $86-71.7% | $11,611-99.8% | $91-73.3% |