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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,869 |
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 | $20,456 | $84,233-75.7% | $170,442-88.0% | $70,131-70.8% |
| Participation rate | 59.5% | 70.8%-11.3pp | 83.6%-24.1pp | 69.5%-10.0pp |
| Annual return | 13.64% | 23.06%-9.4pp | 205.93%-192.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,246 | $3,387-63.2% | $5,433-77.1% | $2,342-46.8% |
| Participant deferral / active EE | $1,801 | $3,086-41.6% | $4,939-63.5% | $3,332-45.9% |
| Admin fee / account holder | $17 | $5,698-99.7% | $13,880-99.9% | $4,645-99.6% |