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 | $31,174 |
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 | $41,958 | $37,196+12.8% | $154,107-72.8% | $55,725-24.7% |
| Participation rate | 45.1% | 64.1%-19.0pp | 83.0%-38.0pp | 70.9%-25.8pp |
| Annual return | -3.70% | 1319.68%-1323.4pp | 735.12%-738.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,636 | $2,068-20.9% | $5,081-67.8% | $3,356-51.3% |
| Admin fee / account holder | $115 | $102+12.8% | $13,411-99.1% | $115-0.5% |