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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,603 | $52,953-30.9% | $172,739-78.8% | $65,185-43.8% |
| Participation rate | 67.2% | 66.2%+1.0pp | 82.6%-15.5pp | 70.2%-3.0pp |
| Annual return | 14.89% | 30.12%-15.2pp | 802.84%-788.0pp | 29.38%-14.5pp |
| Employer contribution / active EE | $1,030 | $2,190-53.0% | $5,143-80.0% | $2,177-52.7% |
| Participant deferral / active EE | $2,557 | $2,471+3.5% | $5,198-50.8% | $3,514-27.2% |
| Admin fee / account holder | $11 | $472-97.6% | $13,954-99.9% | $847-98.7% |