Filed November 26, 2002
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 | $3,365 |
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 | $31,074 | $36,916-15.8% | $156,549-80.2% | $57,658-46.1% |
| Participation rate | 46.3% | 63.4%-17.1pp | 84.0%-37.7pp | 70.2%-23.9pp |
| Annual return | 7.09% | 12.38%-5.3pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $361 | $1,571-77.0% | $5,501-93.4% | $1,974-81.7% |
| Participant deferral / active EE | $1,431 | $1,926-25.7% | $4,871-70.6% | $3,061-53.2% |
| Admin fee / account holder | $14 | $82-83.3% | $13,027-99.9% | $95-85.4% |