Filed September 7, 2006
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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,311 | $46,173-56.0% | $170,442-88.1% | $69,631-70.8% |
| Participation rate | 64.6% | 63.9%+0.7pp | 83.6%-19.0pp | 70.7%-6.1pp |
| Annual return | 12.56% | 21.62%-9.1pp | 205.93%-193.4pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $334 | $1,610-79.2% | $5,433-93.8% | $2,032-83.6% |
| Participant deferral / active EE | $828 | $2,080-60.2% | $4,939-83.2% | $3,224-74.3% |
| Admin fee / account holder | $47 | $116-59.5% | $13,880-99.7% | $110-57.5% |