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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,962 |
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 | $38,144 | $29,369+29.9% | $77,482-50.8% | $73,409-48.0% |
| Participation rate | 20.1% | 37.9%-17.9pp | 54.2%-34.1pp | 72.2%-52.1pp |
| Annual return | 15.52% | 358.15%-342.6pp | 54.79%-39.3pp | 59.29%-43.8pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $741 | $941-21.2% | $1,861-60.2% | $3,805-80.5% |
| Admin fee / account holder | $101 | $123-18.0% | $2,858-96.5% | $158-36.3% |