Filed January 25, 2007
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 | $20,562 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,123 | $63,156-60.2% | $122,332-79.5% | $62,292-59.7% |
| Participation rate | 22.8% | 60.0%-37.2pp | 71.6%-48.9pp | 69.5%-46.7pp |
| Annual return | 10.61% | 20.61%-10.0pp | 30.27%-19.7pp | 28.90%-18.3pp |
| Employer contribution / active EE | $385 | $1,385-72.2% | $4,050-90.5% | $2,042-81.1% |
| Participant deferral / active EE | $1,630 | $2,321-29.8% | $3,287-50.4% | $3,169-48.6% |
| Admin fee / account holder | $481 | $440+9.3% | $5,478-91.2% | $479+0.3% |