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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $46,735 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,559 | $47,126+98.5% | $149,673-37.5% | $74,419+25.7% |
| Participation rate | 45.5% | 63.4%-17.9pp | 78.8%-33.2pp | 70.7%-25.2pp |
| Annual return | 15.53% | 22.75%-7.2pp | 134.42%-118.9pp | 34.38%-18.9pp |
| Employer contribution / active EE | $132 | $1,905-93.1% | $4,818-97.3% | $2,637-95.0% |
| Participant deferral / active EE | $2,347 | $2,728-14.0% | $5,680-58.7% | $4,528-48.2% |
| Admin fee / account holder | $180 | $343-47.3% | $13,210-98.6% | $348-48.1% |