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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $75,145 |
Filed as: FIDELITY Service code 13 · EIN 04-2647786 | Contract Administrator | $4,044 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $630 |
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 | $159,423 | $105,179+51.6% | $64,056+148.9% | $80,160+98.9% |
| Participation rate | 53.9% | 73.5%-19.6pp | 72.3%-18.4pp | 72.9%-19.0pp |
| Annual return | 11.21% | 20.34%-9.1pp | 33.69%-22.5pp | 40.38%-29.2pp |
| Employer contribution / active EE | $1,546 | $3,311-53.3% | $2,747-43.7% | $2,978-48.1% |
| Participant deferral / active EE | $2,993 | $4,020-25.5% | $3,880-22.9% | $5,017-40.3% |
| Admin fee / account holder | $72 | $113-36.0% | $3,068-97.6% | $145-50.0% |