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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,439 |
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 | $18,508 | $37,196-50.2% | $154,107-88.0% | $55,725-66.8% |
| Participation rate | 68.9% | 64.1%+4.9pp | 83.0%-14.1pp | 70.9%-1.9pp |
| Annual return | -3.14% | 1319.68%-1322.8pp | 735.12%-738.3pp | 244.93%-248.1pp |
| Employer contribution / active EE | $814 | $1,614-49.6% | $5,298-84.6% | $2,078-60.8% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $65 | $102-36.3% | $13,411-99.5% | $115-43.8% |