Filed September 5, 2011
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 CORPORATION2 years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO. Service code 15 · EIN 35-0472300 | Recordkeeping | $26,765 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,815 | $67,606+0.3% | $82,313-17.6% | $70,131-3.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.58% | 21.57%-15.0pp | 25.88%-19.3pp | 73.14%-66.6pp |
| Employer contribution / active EE | $2,294 | $1,755+30.7% | $2,428-5.5% | $2,342-2.1% |
| Participant deferral / active EE | $2,897 | $2,987-3.0% | $3,706-21.8% | $3,332-13.0% |
| Admin fee / account holder | $8,931 | $4,512+97.9% | $5,608+59.3% | $4,645+92.3% |