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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,062 | $36,916-13.2% | $156,549-79.5% | $57,658-44.4% |
| Participation rate | 55.0% | 63.4%-8.4pp | 84.0%-29.0pp | 70.2%-15.2pp |
| Annual return | 5.36% | 12.38%-7.0pp | 32.23%-26.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $1,059 | $1,571-32.6% | $5,501-80.7% | $1,974-46.3% |
| Participant deferral / active EE | $1,394 | $1,926-27.6% | $4,871-71.4% | $3,061-54.5% |
| Admin fee / account holder | $2 | $82-98.0% | $13,027-100.0% | $95-98.3% |