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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,907 | $57,281+325.8% | $86,612+181.6% | $75,163+224.5% |
| Participation rate | 60.3% | 63.2%-2.9pp | 71.7%-11.4pp | 67.2%-6.8pp |
| Annual return | 11.49% | 2670.75%-2659.3pp | 591.07%-579.6pp | 160.62%-149.1pp |
| Employer contribution / active EE | $9,345 | $2,314+303.8% | $3,022+209.2% | $2,670+250.0% |
| Participant deferral / active EE | $6,678 | $3,318+101.3% | $4,438+50.5% | $4,125+61.9% |
| Admin fee / account holder | $27 | $4,112-99.3% | $5,614-99.5% | $5,651-99.5% |