Filed October 6, 2010 (most recent of 3 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 | $549 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,286 | $37,117-45.3% | $147,614-86.3% | $55,191-63.2% |
| Participation rate | 35.1% | 63.6%-28.5pp | 84.6%-49.5pp | 69.2%-34.0pp |
| Annual return | 0.63% | 3.44%-2.8pp | 61.98%-61.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $303 | $1,620-81.3% | $5,564-94.6% | $1,899-84.1% |
| Participant deferral / active EE | $741 | $1,985-62.7% | $4,895-84.9% | $3,046-75.7% |
| Admin fee / account holder | $1 | $86-99.3% | $11,611-100.0% | $91-99.3% |