Filed November 9, 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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $70,247 | $64,612+8.7% | $86,436-18.7% | $64,808+8.4% |
| Participation rate | 23.6% | 81.5%-57.8pp | 80.3%-56.7pp | 71.5%-47.8pp |
| Annual return | -13.88% | 0.66%-14.5pp | 4394.89%-4408.8pp | 32.82%-46.7pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,667 | $7,497-77.8% | $6,952-76.0% | $4,310-61.3% |
| Admin fee / account holder | $3 | $169-98.0% | $6,731-100.0% | $188-98.2% |