Filed December 29, 2003
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 8-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 | $163 |
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 | $27,710 | $23,224+19.3% | $71,086-61.0% | $55,725-50.3% |
| Participation rate | 12.1% | 37.9%-25.7pp | 54.7%-42.5pp | 70.9%-58.7pp |
| Annual return | 1.09% | -2.87%+4.0pp | 650.59%-649.5pp | 244.93%-243.8pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $465 | $929-50.0% | $1,874-75.2% | $3,356-86.1% |
| Admin fee / account holder | $2 | $118-98.7% | $3,082-99.9% | $115-98.6% |