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 CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $40,268 |
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 | $29,221 | $60,323-51.6% | $81,812-64.3% | $74,495-60.8% |
| Participation rate | 45.8% | 62.9%-17.1pp | 72.3%-26.6pp | 67.2%-21.4pp |
| Annual return | 9.22% | 16.90%-7.7pp | 773.79%-764.6pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $757 | $2,620-71.1% | $2,912-74.0% | $2,623-71.1% |
| Participant deferral / active EE | $2,153 | $3,387-36.5% | $4,319-50.2% | $4,346-50.5% |
| Admin fee / account holder | $251 | $1,486-83.1% | $7,386-96.6% | $1,942-87.1% |