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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,752 |
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 | $40,020 | $58,879-32.0% | $178,490-77.6% | $73,488-45.5% |
| Participation rate | 44.8% | 66.2%-21.5pp | 81.9%-37.2pp | 70.7%-25.9pp |
| Annual return | 12.55% | 24.86%-12.3pp | 151.07%-138.5pp | 28.51%-16.0pp |
| Employer contribution / active EE | $453 | $2,236-79.8% | $5,011-91.0% | $2,270-80.1% |
| Participant deferral / active EE | $2,059 | $2,567-19.8% | $5,202-60.4% | $3,740-44.9% |
| Admin fee / account holder | $10 | $400-97.4% | $13,984-99.9% | $513-98.0% |