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 CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $34,393 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,797 | $58,264-57.4% | $86,612-71.4% | $71,457-65.3% |
| Participation rate | 51.2% | 65.0%-13.8pp | 71.7%-20.5pp | 67.9%-16.7pp |
| Annual return | 11.04% | 21.63%-10.6pp | 591.07%-580.0pp | 28.85%-17.8pp |
| Employer contribution / active EE | $592 | $2,574-77.0% | $3,022-80.4% | $2,588-77.1% |
| Participant deferral / active EE | $2,003 | $3,436-41.7% | $4,438-54.9% | $4,289-53.3% |
| Admin fee / account holder | $202 | $1,057-80.8% | $5,614-96.4% | $1,587-87.2% |