Filed January 28, 2005
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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $24,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,896 | $41,854+2.5% | $73,843-41.9% | $52,331-18.0% |
| Participation rate | 25.9% | 66.2%-40.4pp | 73.4%-47.6pp | 68.1%-42.2pp |
| Annual return | -1.96% | 2.11%-4.1pp | 2267.84%-2269.8pp | 4.54%-6.5pp |
| Employer contribution / active EE | $469 | $1,920-75.6% | $2,787-83.2% | $1,882-75.1% |
| Participant deferral / active EE | $1,283 | $2,498-48.6% | $3,583-64.2% | $3,022-57.5% |
| Admin fee / account holder | $385 | $493-21.8% | $4,880-92.1% | $592-34.8% |