Filed March 1, 1999
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 Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $46,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,525 | $52,293-5.3% | $178,490-72.3% | $73,409-32.5% |
| Participation rate | 39.8% | 65.3%-25.5pp | 81.9%-42.1pp | 72.2%-32.4pp |
| Annual return | 11.83% | 34.75%-22.9pp | 151.07%-139.2pp | 59.29%-47.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,244 | $2,332-46.7% | $5,202-76.1% | $3,805-67.3% |
| Admin fee / account holder | $139 | $127+9.0% | $13,984-99.0% | $158-12.1% |