Filed October 6, 2014
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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,060 | $55,472-24.2% | $155,567-73.0% | $74,546-43.6% |
| Participation rate | 51.6% | 61.9%-10.3pp | 78.2%-26.6pp | 67.2%-15.6pp |
| Annual return | 14.95% | 268.72%-253.8pp | 64.74%-49.8pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $1,545 | $2,269-31.9% | $4,674-67.0% | $2,624-41.1% |
| Participant deferral / active EE | $2,923 | $2,838+3.0% | $5,628-48.1% | $4,347-32.8% |
| Admin fee / account holder | $20 | $1,743-98.9% | $15,916-99.9% | $1,944-99.0% |