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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,763 | $47,126-51.7% | $149,673-84.8% | $74,419-69.4% |
| Participation rate | 50.0% | 63.4%-13.4pp | 78.8%-28.8pp | 70.7%-20.7pp |
| Annual return | 15.97% | 22.75%-6.8pp | 134.42%-118.4pp | 34.38%-18.4pp |
| Employer contribution / active EE | $1,007 | $1,905-47.2% | $4,818-79.1% | $2,637-61.8% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $80 | $343-76.8% | $13,210-99.4% | $348-77.1% |