Filed December 23, 2011
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 35-0472300 | Contract Administrator | $33,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,126 | $51,197-54.8% | $82,719-72.0% | $66,914-65.4% |
| Participation rate | 47.3% | 67.8%-20.5pp | 72.6%-25.3pp | 69.8%-22.5pp |
| Annual return | -12.75% | -9.64%-3.1pp | 701.18%-713.9pp | 1.58%-14.3pp |
| Employer contribution / active EE | $632 | $2,611-75.8% | $3,009-79.0% | $2,544-75.2% |
| Participant deferral / active EE | $1,973 | $3,458-42.9% | $4,395-55.1% | $4,237-53.4% |
| Admin fee / account holder | $213 | $416-48.8% | $5,329-96.0% | $593-64.1% |