Filed November 1, 2023
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 | $45,510 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,207 | $46,173-38.9% | $170,442-83.5% | $69,631-59.5% |
| Participation rate | 30.5% | 63.9%-33.4pp | 83.6%-53.1pp | 70.7%-40.2pp |
| Annual return | 9.92% | 21.62%-11.7pp | 205.93%-196.0pp | 27571.02%-27561.1pp |
| Employer contribution / active EE | $460 | $1,610-71.4% | $5,433-91.5% | $2,032-77.4% |
| Participant deferral / active EE | $633 | $2,080-69.6% | $4,939-87.2% | $3,224-80.4% |
| Admin fee / account holder | $156 | $116+34.7% | $13,880-98.9% | $110+41.4% |