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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,110 | $51,736-5.1% | $120,225-59.2% | $67,986-27.8% |
| Participation rate | 55.9% | 46.1%+9.8pp | 69.6%-13.7pp | 57.2%-1.3pp |
| Annual return | 13.01% | 31.98%-19.0pp | 439.23%-426.2pp | 31.67%-18.7pp |
| Employer contribution / active EE | $1,133 | $1,071+5.7% | $3,475-67.4% | $2,019-43.9% |
| Participant deferral / active EE | $2,993 | $2,206+35.7% | $3,999-25.2% | $3,358-10.9% |
| Admin fee / account holder | $320 | $4,159-92.3% | $5,696-94.4% | $3,203-90.0% |