Filed December 21, 2005
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 9-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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,914 | $46,732-70.2% | $156,549-91.1% | $55,167-74.8% |
| Participation rate | 46.5% | 65.8%-19.3pp | 84.0%-37.5pp | 69.0%-22.5pp |
| Annual return | 9.92% | 17.72%-7.8pp | 32.23%-22.3pp | 169.23%-159.3pp |
| Employer contribution / active EE | $981 | $2,105-53.4% | $5,501-82.2% | $1,963-50.0% |
| Participant deferral / active EE | $1,049 | $2,204-52.4% | $4,871-78.5% | $3,054-65.6% |
| Admin fee / account holder | $43 | $418-89.6% | $13,027-99.7% | $504-91.4% |