Filed July 29, 2006 (most recent of 2 filings on file)
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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $67,882 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,442 | $128,603-14.9% | $197,124-44.5% | $67,986+61.0% |
| Participation rate | 86.6% | 81.7%+4.9pp | 86.7%-0.1pp | 57.2%+29.4pp |
| Annual return | 14.38% | 23.77%-9.4pp | 44.34%-30.0pp | 31.67%-17.3pp |
| Employer contribution / active EE | $2,641 | $4,379-39.7% | $6,227-57.6% | $2,019+30.8% |
| Participant deferral / active EE | $6,016 | $6,840-12.1% | $9,135-34.1% | $3,358+79.1% |
| Admin fee / account holder | $310 | $3,035-89.8% | $16,298-98.1% | $3,203-90.3% |