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 | $13,512 |
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 | $37,231 | $37,117+0.3% | $147,614-74.8% | $55,191-32.5% |
| Participation rate | 36.6% | 63.6%-27.0pp | 84.6%-48.0pp | 69.2%-32.5pp |
| Annual return | 3.90% | 3.44%+0.5pp | 61.98%-58.1pp | 10.78%-6.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,101 | $1,985-44.5% | $4,895-77.5% | $3,046-63.8% |
| Admin fee / account holder | $46 | $86-46.1% | $11,611-99.6% | $91-49.2% |