Filed February 11, 2011
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 CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $30,672 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,488 | $65,908-46.2% | $81,812-56.6% | $77,643-54.3% |
| Participation rate | 27.7% | 65.8%-38.0pp | 72.3%-44.6pp | 70.6%-42.8pp |
| Annual return | 13.94% | 26.64%-12.7pp | 773.79%-759.9pp | 31.24%-17.3pp |
| Employer contribution / active EE | $646 | $2,370-72.7% | $2,912-77.8% | $2,726-76.3% |
| Participant deferral / active EE | $689 | $3,505-80.3% | $4,319-84.0% | $4,647-85.2% |
| Admin fee / account holder | $125 | $526-76.2% | $7,386-98.3% | $430-70.9% |