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 CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,598 | $46,292-49.0% | $143,757-83.6% | $64,808-63.6% |
| Participation rate | 48.9% | 64.2%-15.3pp | 80.3%-31.4pp | 71.5%-22.6pp |
| Annual return | -8.71% | -10.05%+1.3pp | -0.04%-8.7pp | 32.82%-41.5pp |
| Employer contribution / active EE | $351 | $1,910-81.6% | $4,951-92.9% | $2,506-86.0% |
| Participant deferral / active EE | $1,050 | $2,646-60.3% | $5,637-81.4% | $4,310-75.6% |
| Admin fee / account holder | $44 | $154-71.4% | $14,673-99.7% | $188-76.6% |