Filed May 5, 2003
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 15 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $53,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,936 | $48,064-54.4% | $78,778-72.2% | $69,631-68.5% |
| Participation rate | 61.8% | 61.6%+0.2pp | 69.2%-7.4pp | 70.7%-8.9pp |
| Annual return | 11.79% | 21.81%-10.0pp | 35.62%-23.8pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $679 | $744-8.7% | $1,986-65.8% | $2,032-66.6% |
| Participant deferral / active EE | $1,050 | $2,079-49.5% | $2,958-64.5% | $3,224-67.4% |
| Admin fee / account holder | $197 | $152+29.9% | $5,134-96.2% | $110+78.8% |