Filed July 13, 2010 (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 4-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 | $233,712 |
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 | $23,379 | $37,213-37.2% | $156,549-85.1% | $63,975-63.5% |
| Participation rate | 69.3% | 65.0%+4.3pp | 84.0%-14.7pp | 71.1%-1.8pp |
| Annual return | 5.72% | 47.89%-42.2pp | 32.23%-26.5pp | 48.65%-42.9pp |
| Employer contribution / active EE | $1,343 | $1,357-1.1% | $5,501-75.6% | $2,182-38.5% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $145 | $56+156.8% | $13,027-98.9% | $70+105.4% |