Filed December 31, 2002 (most recent of 2 filings on file)
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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,703 | $46,674-27.8% | $117,472-71.3% | $68,494-50.8% |
| Participation rate | 57.4% | 56.8%+0.7pp | 70.6%-13.1pp | 67.9%-10.4pp |
| Annual return | -11.98% | -14.52%+2.5pp | 29.74%-41.7pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,159 | $1,505-23.0% | $4,176-72.3% | $2,596-55.4% |
| Participant deferral / active EE | $3,170 | $2,636+20.2% | $4,070-22.1% | $4,027-21.3% |
| Admin fee / account holder | $304 | $4,020-92.4% | $5,645-94.6% | $5,403-94.4% |