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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $42,079 |
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 | $23,879 | $52,293-54.3% | $178,490-86.6% | $73,409-67.5% |
| Participation rate | 92.2% | 65.3%+26.9pp | 81.9%+10.3pp | 72.2%+20.0pp |
| Annual return | 7.86% | 34.75%-26.9pp | 151.07%-143.2pp | 59.29%-51.4pp |
| Employer contribution / active EE | $1,227 | $1,735-29.3% | $5,011-75.5% | $2,234-45.1% |
| Participant deferral / active EE | $2,148 | $2,332-7.9% | $5,202-58.7% | $3,805-43.6% |
| Admin fee / account holder | $75 | $127-41.4% | $13,984-99.5% | $158-52.7% |