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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,240 |
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 | $24,372 | $52,293-53.4% | $178,490-86.3% | $73,409-66.8% |
| Participation rate | 50.3% | 65.3%-15.0pp | 81.9%-31.6pp | 72.2%-21.8pp |
| Annual return | 14.10% | 34.75%-20.7pp | 151.07%-137.0pp | 59.29%-45.2pp |
| Employer contribution / active EE | $328 | $1,735-81.1% | $5,011-93.4% | $2,234-85.3% |
| Participant deferral / active EE | $773 | $2,332-66.8% | $5,202-85.1% | $3,805-79.7% |
| Admin fee / account holder | $44 | $127-65.5% | $13,984-99.7% | $158-72.2% |