Filed December 6, 2001
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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,443 |
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 | $38,345 | $62,928-39.1% | $172,739-77.8% | $67,579-43.3% |
| Participation rate | 82.8% | 64.5%+18.4pp | 82.6%+0.2pp | 71.3%+11.5pp |
| Annual return | 17.85% | 30.36%-12.5pp | 802.84%-785.0pp | 378.56%-360.7pp |
| Employer contribution / active EE | $876 | $1,636-46.4% | $5,143-83.0% | $2,148-59.2% |
| Participant deferral / active EE | $2,986 | $2,145+39.2% | $5,198-42.5% | $3,539-15.6% |
| Admin fee / account holder | $2 | $167-98.6% | $13,954-100.0% | $142-98.3% |