Filed October 6, 1992
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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,862 |
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 | $224,433 | $54,350+312.9% | $82,719+171.3% | $68,494+227.7% |
| Participation rate | 59.6% | 63.9%-4.3pp | 72.6%-12.9pp | 67.9%-8.2pp |
| Annual return | -12.53% | -13.67%+1.1pp | 701.18%-713.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $8,499 | $2,218+283.2% | $3,009+182.5% | $2,596+227.4% |
| Participant deferral / active EE | $6,261 | $3,246+92.9% | $4,395+42.5% | $4,027+55.5% |
| Admin fee / account holder | $28 | $4,395-99.4% | $5,329-99.5% | $5,403-99.5% |