Filed September 21, 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 | $805 |
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).
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 | $58,430 | $74,552-21.6% | $62,995-7.2% | $69,631-16.1% |
| Participation rate | 54.0% | 78.3%-24.3pp | 74.8%-20.8pp | 70.7%-16.7pp |
| Annual return | 12.75% | 15.77%-3.0pp | 87.57%-74.8pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $1,651 | $2,929-43.7% | $2,759-40.2% | $2,032-18.8% |
| Participant deferral / active EE | $2,072 | $2,974-30.3% | $3,329-37.8% | $3,224-35.7% |
| Admin fee / account holder | $3 | $59-95.2% | $3,600-99.9% | $110-97.4% |