Filed November 16, 1995
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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,068 |
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.
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 | $41,966 | $50,815-17.4% | $155,509-73.0% | $77,643-46.0% |
| Participation rate | 48.8% | 63.1%-14.3pp | 78.2%-29.4pp | 70.6%-21.8pp |
| Annual return | 10.06% | 34.80%-24.7pp | 64.67%-54.6pp | 31.24%-21.2pp |
| Employer contribution / active EE | $927 | $1,993-53.5% | $4,672-80.2% | $2,726-66.0% |
| Participant deferral / active EE | $1,873 | $2,822-33.6% | $5,626-66.7% | $4,647-59.7% |
| Admin fee / account holder | $1 | $437-99.7% | $15,912-100.0% | $430-99.7% |