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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,206 |
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 | $34,713 | $47,977-27.6% | $154,107-77.5% | $56,287-38.3% |
| Participation rate | 61.3% | 66.2%-4.9pp | 83.0%-21.7pp | 69.9%-8.6pp |
| Annual return | -3.58% | 3.54%-7.1pp | 735.12%-738.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $920 | $2,169-57.6% | $5,298-82.6% | $2,111-56.4% |
| Participant deferral / active EE | $2,269 | $2,392-5.1% | $5,081-55.3% | $3,350-32.3% |
| Admin fee / account holder | $5 | $438-98.8% | $13,411-100.0% | $521-99.0% |