Filed December 26, 2002
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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $58,358 |
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 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 | $48,060 | $52,293-8.1% | $178,490-73.1% | $73,409-34.5% |
| Participation rate | 67.2% | 65.3%+1.8pp | 81.9%-14.8pp | 72.2%-5.0pp |
| Annual return | 8.90% | 34.75%-25.8pp | 151.07%-142.2pp | 59.29%-50.4pp |
| Employer contribution / active EE | $1,153 | $1,735-33.6% | $5,011-77.0% | $2,234-48.4% |
| Participant deferral / active EE | $2,936 | $2,332+25.9% | $5,202-43.6% | $3,805-22.8% |
| Admin fee / account holder | $253 | $127+98.4% | $13,984-98.2% | $158+60.0% |