Filed April 8, 2010 (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 CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $5,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,507 | $88,324+0.2% | $115,037-23.1% | $55,191+60.4% |
| Participation rate | 61.4% | 72.5%-11.1pp | 81.4%-20.0pp | 69.2%-7.8pp |
| Annual return | 0.87% | 6.30%-5.4pp | 26.14%-25.3pp | 10.78%-9.9pp |
| Employer contribution / active EE | $4,825 | $2,805+72.0% | $4,608+4.7% | $1,899+154.1% |
| Participant deferral / active EE | $4,642 | $5,042-7.9% | $6,026-23.0% | $3,046+52.4% |
| Admin fee / account holder | $3 | $105-96.9% | $8,175-100.0% | $91-96.4% |