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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,475 | $30,086+14.6% | $61,373-43.8% | $64,808-46.8% |
| Participation rate | 12.8% | 36.4%-23.6pp | 52.6%-39.8pp | 71.5%-58.7pp |
| Annual return | -12.29% | -13.99%+1.7pp | 338.61%-350.9pp | 32.82%-45.1pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,159-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $584 | $1,126-48.1% | $2,125-72.5% | $4,310-86.4% |
| Admin fee / account holder | $198 | $148+34.0% | $2,130-90.7% | $188+5.7% |