Filed June 19, 2005
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 Service code 13 · EIN 35-1140070 | Contract Administrator | $140 |
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 | $21,124 | $46,732-54.8% | $156,549-86.5% | $55,167-61.7% |
| Participation rate | 40.6% | 65.8%-25.2pp | 84.0%-43.4pp | 69.0%-28.4pp |
| Annual return | 8.05% | 17.72%-9.7pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $400 | $2,105-81.0% | $5,501-92.7% | $1,963-79.6% |
| Participant deferral / active EE | $1,175 | $2,204-46.7% | $4,871-75.9% | $3,054-61.5% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |