Filed September 1, 2008
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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,516 | $62,928+15.2% | $172,739-58.0% | $67,579+7.3% |
| Participation rate | 55.2% | 64.5%-9.3pp | 82.6%-27.5pp | 71.3%-16.1pp |
| Annual return | 16.64% | 30.36%-13.7pp | 802.84%-786.2pp | 378.56%-361.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,102 | $2,145-2.0% | $5,198-59.6% | $3,539-40.6% |
| Admin fee / account holder | $11 | $167-93.2% | $13,954-99.9% | $142-92.0% |