Filed November 9, 2005
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 | $51,826 |
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 | $20,218 | $37,196-45.6% | $154,107-86.9% | $55,725-63.7% |
| Participation rate | 91.2% | 64.1%+27.1pp | 83.0%+8.1pp | 70.9%+20.3pp |
| Annual return | 7.01% | 1319.68%-1312.7pp | 735.12%-728.1pp | 244.93%-237.9pp |
| Employer contribution / active EE | $1,203 | $1,614-25.5% | $5,298-77.3% | $2,078-42.1% |
| Participant deferral / active EE | $2,078 | $2,068+0.5% | $5,081-59.1% | $3,356-38.1% |
| Admin fee / account holder | $89 | $102-12.7% | $13,411-99.3% | $115-23.0% |