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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,199 |
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 | $15,684 | $46,360-66.2% | $147,614-89.4% | $52,331-70.0% |
| Participation rate | 44.9% | 64.9%-20.0pp | 84.6%-39.7pp | 68.1%-23.2pp |
| Annual return | 3.78% | 1.62%+2.2pp | 61.98%-58.2pp | 4.54%-0.8pp |
| Employer contribution / active EE | $805 | $2,126-62.1% | $5,564-85.5% | $1,882-57.2% |
| Participant deferral / active EE | $895 | $2,258-60.4% | $4,895-81.7% | $3,022-70.4% |
| Admin fee / account holder | $18 | $766-97.6% | $11,611-99.8% | $592-96.9% |