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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,886 |
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 | $57,187 | $50,637+12.9% | $86,590-34.0% | $62,292-8.2% |
| Participation rate | 26.3% | 67.9%-41.6pp | 73.5%-47.3pp | 69.5%-43.2pp |
| Annual return | 12.01% | 20.80%-8.8pp | 964.84%-952.8pp | 28.90%-16.9pp |
| Employer contribution / active EE | $414 | $2,075-80.1% | $2,839-85.4% | $2,042-79.7% |
| Participant deferral / active EE | $1,383 | $2,611-47.0% | $3,609-61.7% | $3,169-56.4% |
| Admin fee / account holder | $506 | $413+22.5% | $4,906-89.7% | $479+5.6% |