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 | $29,613 |
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 | $43,735 | $46,173-5.3% | $170,442-74.3% | $69,631-37.2% |
| Participation rate | 44.4% | 63.9%-19.5pp | 83.6%-39.2pp | 70.7%-26.2pp |
| Annual return | 16.03% | 21.62%-5.6pp | 205.93%-189.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,510 | $2,080-27.4% | $4,939-69.4% | $3,224-53.2% |
| Admin fee / account holder | $103 | $116-11.5% | $13,880-99.3% | $110-7.1% |