Filed October 18, 2004
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 | $62,190 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,110 | $53,053-7.4% | $126,539-61.2% | $74,304-33.9% |
| Participation rate | 55.9% | 48.0%+7.8pp | 69.8%-13.9pp | 60.3%-4.5pp |
| Annual return | 13.01% | 29.46%-16.4pp | 425.95%-412.9pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,133 | $1,168-3.0% | $3,674-69.2% | $2,241-49.4% |
| Participant deferral / active EE | $2,993 | $2,303+30.0% | $4,083-26.7% | $3,767-20.6% |
| Admin fee / account holder | $320 | $3,698-91.4% | $6,065-94.7% | $2,969-89.2% |