Filed September 26, 2002 (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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,623 | $84,233-73.1% | $170,442-86.7% | $70,131-67.7% |
| Participation rate | 62.8% | 70.8%-8.0pp | 83.6%-20.8pp | 69.5%-6.8pp |
| Annual return | 5.55% | 23.06%-17.5pp | 205.93%-200.4pp | 73.14%-67.6pp |
| Employer contribution / active EE | $1,279 | $3,387-62.2% | $5,433-76.5% | $2,342-45.4% |
| Participant deferral / active EE | $711 | $3,086-77.0% | $4,939-85.6% | $3,332-78.7% |
| Admin fee / account holder | $2 | $5,698-100.0% | $13,880-100.0% | $4,645-99.9% |