Filed July 18, 1
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 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $2,369 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,968 | $37,542-65.5% | $89,391-85.5% | $93,223-86.1% |
| Participation rate | 6.1% | 36.7%-30.6pp | 68.0%-61.9pp | 74.9%-68.8pp |
| Annual return | 17.63% | 16.65%+1.0pp | 245.62%-228.0pp | 19.29%-1.7pp |
| Employer contribution / active EE | $21 | $644-96.8% | $2,586-99.2% | $2,680-99.2% |
| Participant deferral / active EE | $123 | $1,684-92.7% | $3,890-96.8% | $4,563-97.3% |
| Admin fee / account holder | $10 | $107-90.6% | $4,881-99.8% | $79-87.3% |