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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,863 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,060 | $56,485-52.1% | $185,823-85.4% | $86,799-68.8% |
| Participation rate | 54.9% | 65.5%-10.5pp | 81.7%-26.8pp | 72.3%-17.3pp |
| Annual return | 10.57% | 118.04%-107.5pp | 122.05%-111.5pp | 97.91%-87.3pp |
| Employer contribution / active EE | $732 | $1,843-60.3% | $5,167-85.8% | $2,405-69.5% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $97 | $150-35.0% | $16,237-99.4% | $170-42.7% |