Filed July 19, 2006
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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,913 | $54,558-14.0% | $76,002-38.3% | $74,546-37.1% |
| Participation rate | 60.8% | 60.3%+0.5pp | 69.1%-8.2pp | 67.2%-6.4pp |
| Annual return | 12.65% | 31.83%-19.2pp | 360.07%-347.4pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $1,571 | $1,778-11.6% | $2,688-41.6% | $2,624-40.1% |
| Participant deferral / active EE | $2,402 | $3,065-21.6% | $4,257-43.6% | $4,347-44.7% |
| Admin fee / account holder | $279 | $2,232-87.5% | $6,414-95.6% | $1,944-85.6% |