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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,204 |
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 | $18,191 | $62,928-71.1% | $172,739-89.5% | $67,579-73.1% |
| Participation rate | 87.6% | 64.5%+23.1pp | 82.6%+4.9pp | 71.3%+16.3pp |
| Annual return | 4.09% | 30.36%-26.3pp | 802.84%-798.8pp | 378.56%-374.5pp |
| Employer contribution / active EE | $1,063 | $1,636-35.0% | $5,143-79.3% | $2,148-50.5% |
| Participant deferral / active EE | $1,787 | $2,145-16.7% | $5,198-65.6% | $3,539-49.5% |
| Admin fee / account holder | $62 | $167-62.9% | $13,954-99.6% | $142-56.5% |