Filed January 7, 2003
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 35-0472300 | Contract Administrator | $508,662 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $271,804 |
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 | $89,049 | $49,270+80.7% | $156,549-43.1% | $329,111-72.9% |
| Participation rate | 56.8% | 68.1%-11.3pp | 84.0%-27.2pp | 67.9%-11.0pp |
| Annual return | 8.81% | 23.25%-14.4pp | 32.23%-23.4pp | 16.35%-7.5pp |
| Employer contribution / active EE | $838 | $1,534-45.4% | $5,501-84.8% | $2,303-63.6% |
| Participant deferral / active EE | $3,966 | $2,920+35.8% | $4,871-18.6% | $3,682+7.7% |
| Admin fee / account holder | $97 | $51+91.0% | $13,027-99.3% | $754-87.2% |