Filed September 17, 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 9-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 CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $22,922 |
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.
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 | $19,255 | $46,732-58.8% | $156,549-87.7% | $55,167-65.1% |
| Participation rate | 68.1% | 65.8%+2.3pp | 84.0%-16.0pp | 69.0%-0.9pp |
| Annual return | 1.35% | 17.72%-16.4pp | 32.23%-30.9pp | 169.23%-167.9pp |
| Employer contribution / active EE | $1,042 | $2,105-50.5% | $5,501-81.1% | $1,963-46.9% |
| Participant deferral / active EE | $1,162 | $2,204-47.3% | $4,871-76.1% | $3,054-61.9% |
| Admin fee / account holder | $123 | $418-70.5% | $13,027-99.1% | $504-75.5% |