Filed October 18, 2004
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 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $40,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,848 | $67,512-61.7% | $185,823-86.1% | $93,030-72.2% |
| Participation rate | 41.4% | 67.1%-25.8pp | 81.7%-40.3pp | 73.9%-32.5pp |
| Annual return | 11.31% | 21.04%-9.7pp | 122.05%-110.7pp | 158.70%-147.4pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $64 | $318-80.0% | $16,237-99.6% | $152-58.0% |