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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,315 |
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 | $19,637 | $37,196-47.2% | $154,107-87.3% | $55,725-64.8% |
| Participation rate | 58.1% | 64.1%-6.0pp | 83.0%-24.9pp | 70.9%-12.8pp |
| Annual return | -1.82% | 1319.68%-1321.5pp | 735.12%-736.9pp | 244.93%-246.8pp |
| Employer contribution / active EE | $343 | $1,614-78.7% | $5,298-93.5% | $2,078-83.5% |
| Participant deferral / active EE | $851 | $2,068-58.8% | $5,081-83.2% | $3,356-74.6% |
| Admin fee / account holder | $42 | $102-58.3% | $13,411-99.7% | $115-63.2% |