Filed April 14, 2006
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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $97,094 |
Filed as: FIDELITY Service code 13 · EIN 04-2647786 | Contract Administrator | $5,548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $163,122 | $120,057+35.9% | $75,696+115.5% | $93,030+75.3% |
| Participation rate | 61.8% | 77.3%-15.5pp | 74.8%-13.0pp | 73.9%-12.1pp |
| Annual return | 38.48% | 19.62%+18.9pp | 104.53%-66.0pp | 158.70%-120.2pp |
| Employer contribution / active EE | $928 | $3,253-71.5% | $2,743-66.2% | $2,706-65.7% |
| Participant deferral / active EE | $3,807 | $4,089-6.9% | $3,821-0.4% | $4,562-16.6% |
| Admin fee / account holder | $98 | $81+20.7% | $3,619-97.3% | $152-35.2% |