Filed August 14, 2009 (most recent of 2 filings on file)
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 Service code 13 · EIN 35-1140070 | Contract Administrator | $165,832 |
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $31,874 |
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 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 | $38,129 | $49,270-22.6% | $156,549-75.6% | $329,111-88.4% |
| Participation rate | 37.8% | 68.1%-30.3pp | 84.0%-46.2pp | 67.9%-30.1pp |
| Annual return | 8.98% | 23.25%-14.3pp | 32.23%-23.2pp | 16.35%-7.4pp |
| Employer contribution / active EE | $6 | $1,534-99.6% | $5,501-99.9% | $2,303-99.7% |
| Participant deferral / active EE | $2,085 | $2,920-28.6% | $4,871-57.2% | $3,682-43.4% |
| Admin fee / account holder | $46 | $51-9.2% | $13,027-99.6% | $754-93.9% |