Filed October 30, 2015
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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $33,717 |
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 | $73,006 | $37,117+96.7% | $147,614-50.5% | $55,191+32.3% |
| Participation rate | 63.3% | 63.6%-0.3pp | 84.6%-21.3pp | 69.2%-5.8pp |
| Annual return | 1.44% | 3.44%-2.0pp | 61.98%-60.5pp | 10.78%-9.3pp |
| Employer contribution / active EE | $1,418 | $1,620-12.5% | $5,564-74.5% | $1,899-25.3% |
| Participant deferral / active EE | $2,910 | $1,985+46.6% | $4,895-40.5% | $3,046-4.5% |
| Admin fee / account holder | $137 | $86+60.0% | $11,611-98.8% | $91+50.8% |