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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $119,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,868 | $113,293+44.6% | $67,502+142.8% | $199,593-17.9% |
| Participation rate | 52.3% | 73.3%-21.0pp | 72.9%-20.5pp | 72.0%-19.6pp |
| Annual return | 14.14% | 15.88%-1.7pp | 3512.12%-3498.0pp | 34.25%-20.1pp |
| Employer contribution / active EE | $2,042 | $3,401-39.9% | $2,731-25.2% | $3,034-32.7% |
| Participant deferral / active EE | $3,997 | $4,159-3.9% | $4,000-0.1% | $5,087-21.4% |
| Admin fee / account holder | $108 | $103+5.6% | $3,998-97.3% | $269-59.7% |