Filed July 2, 2004 (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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $116,544 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,266 | $82,978-38.2% | $130,231-60.6% | $74,419-31.1% |
| Participation rate | 94.5% | 73.7%+20.9pp | 76.3%+18.3pp | 70.7%+23.8pp |
| Annual return | -31.91% | 123.05%-155.0pp | 38.77%-70.7pp | 34.38%-66.3pp |
| Employer contribution / active EE | $1,644 | $3,391-51.5% | $4,126-60.1% | $2,637-37.7% |
| Participant deferral / active EE | $2,753 | $5,370-48.7% | $6,799-59.5% | $4,528-39.2% |
| Admin fee / account holder | $85 | $354-75.9% | $6,020-98.6% | $348-75.5% |