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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $900 |
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 | $19,892 | $45,382-56.2% | $154,107-87.1% | $75,289-73.6% |
| Participation rate | 33.9% | 65.9%-31.9pp | 83.0%-49.1pp | 72.4%-38.5pp |
| Annual return | -3.31% | -0.47%-2.8pp | 735.12%-738.4pp | -0.04%-3.3pp |
| Employer contribution / active EE | $316 | $1,533-79.4% | $5,298-94.0% | $2,405-86.8% |
| Participant deferral / active EE | $784 | $2,384-67.1% | $5,081-84.6% | $3,739-79.0% |
| Admin fee / account holder | $1 | $89-99.1% | $13,411-100.0% | $102-99.2% |