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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $24,343 |
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 | $16,934 | $46,173-63.3% | $170,442-90.1% | $69,631-75.7% |
| Participation rate | 64.2% | 63.9%+0.3pp | 83.6%-19.4pp | 70.7%-6.5pp |
| Annual return | 13.08% | 21.62%-8.5pp | 205.93%-192.9pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $491 | $1,610-69.5% | $5,433-91.0% | $2,032-75.8% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $54 | $116-53.8% | $13,880-99.6% | $110-51.4% |