Filed June 8, 2009 (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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $13,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $17,723 | $50,982-65.2% | $154,803-88.6% | $85,563-79.3% |
| Participation rate | 42.9% | 59.8%-16.9pp | 78.1%-35.2pp | 66.0%-23.1pp |
| Annual return | 10.00% | 30.35%-20.3pp | 58.88%-48.9pp | 31.51%-21.5pp |
| Employer contribution / active EE | $223 | $1,708-86.9% | $4,305-94.8% | $2,654-91.6% |
| Participant deferral / active EE | $970 | $2,474-60.8% | $5,540-82.5% | $4,375-77.8% |
| Admin fee / account holder | $40 | $846-95.2% | $14,329-99.7% | $834-95.2% |