Filed September 23, 2008
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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $613 |
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 | $58,341 | $37,196+56.8% | $154,107-62.1% | $55,725+4.7% |
| Participation rate | 49.5% | 64.1%-14.6pp | 83.0%-33.5pp | 70.9%-21.4pp |
| Annual return | -4.06% | 1319.68%-1323.7pp | 735.12%-739.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $6,018 | $2,068+191.0% | $5,081+18.4% | $3,356+79.3% |
| Admin fee / account holder | $2 | $102-98.1% | $13,411-100.0% | $115-98.3% |