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 | $132,049-17.1% | $200,582-45.4% | $74,304+47.3% |
| Participation rate | 86.6% | 84.1%+2.5pp | 86.9%-0.3pp | 60.3%+26.2pp |
| Annual return | 14.38% | 22.22%-7.8pp | 42.33%-28.0pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,641 | $4,558-42.0% | $6,419-58.8% | $2,241+17.9% |
| Participant deferral / active EE | $6,016 | $7,213-16.6% | $9,331-35.5% | $3,767+59.7% |
| Admin fee / account holder | $310 | $2,405-87.1% | $16,305-98.1% | $2,969-89.6% |