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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,778 |
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 | $32,331 | $25,302+27.8% | $74,701-56.7% | $67,579-52.2% |
| Participation rate | 13.8% | 37.8%-24.1pp | 54.5%-40.7pp | 71.3%-57.5pp |
| Annual return | 18.84% | 10291.17%-10272.3pp | 752.92%-734.1pp | 378.56%-359.7pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $530 | $954-44.4% | $1,964-73.0% | $3,539-85.0% |
| Admin fee / account holder | $72 | $108-33.1% | $3,333-97.8% | $142-49.4% |