Filed December 1, 2014 (most recent of 2 filings on file)
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 | $4,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,935 | $46,360-41.9% | $147,614-81.8% | $52,331-48.5% |
| Participation rate | 58.9% | 64.9%-6.1pp | 84.6%-25.8pp | 68.1%-9.3pp |
| Annual return | 1.13% | 1.62%-0.5pp | 61.98%-60.9pp | 4.54%-3.4pp |
| Employer contribution / active EE | $693 | $2,126-67.4% | $5,564-87.5% | $1,882-63.2% |
| Participant deferral / active EE | $1,800 | $2,258-20.3% | $4,895-63.2% | $3,022-40.4% |
| Admin fee / account holder | $29 | $766-96.3% | $11,611-99.8% | $592-95.1% |