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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,733 |
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 | $29,558 | $46,732-36.7% | $156,549-81.1% | $55,167-46.4% |
| Participation rate | 62.1% | 65.8%-3.7pp | 84.0%-21.9pp | 69.0%-6.9pp |
| Annual return | 8.44% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $851 | $2,105-59.6% | $5,501-84.5% | $1,963-56.7% |
| Participant deferral / active EE | $2,191 | $2,204-0.6% | $4,871-55.0% | $3,054-28.3% |
| Admin fee / account holder | $8 | $418-98.1% | $13,027-99.9% | $504-98.4% |