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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $386 |
COMMERCIAL SUPPORT SERVICES3 years Service code 13 · EIN 94-1606517 | Contract Administrator | $271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,780 | $62,928+12.5% | $172,739-59.0% | $67,579+4.7% |
| Participation rate | 57.3% | 64.5%-7.2pp | 82.6%-25.3pp | 71.3%-14.0pp |
| Annual return | 20.11% | 30.36%-10.3pp | 802.84%-782.7pp | 378.56%-358.5pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,598 | $2,145+207.6% | $5,198+27.0% | $3,539+86.4% |
| Admin fee / account holder | $2 | $167-98.8% | $13,954-100.0% | $142-98.6% |