Filed April 28, 2003
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 | $9,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $962,173 | $68,408+1306.5% | $57,179+1582.8% | $57,658+1568.7% |
| Participation rate | 0.0% | 79.1%-79.1pp | 75.3%-75.3pp | 70.2%-70.2pp |
| Annual return | 7.11% | 8.51%-1.4pp | 14.59%-7.5pp | 5.13%+2.0pp |
| Employer contribution / active EE | $4,533 | $2,869+58.0% | $2,682+69.0% | $1,974+129.7% |
| Participant deferral / active EE | $4,782 | $2,903+64.7% | $3,096+54.4% | $3,061+56.2% |
| Admin fee / account holder | $159 | $70+128.4% | $3,139-94.9% | $95+68.3% |