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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,510 |
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 | $26,378 | $56,485-53.3% | $185,823-85.8% | $86,799-69.6% |
| Participation rate | 93.1% | 65.5%+27.6pp | 81.7%+11.4pp | 72.3%+20.8pp |
| Annual return | 19.21% | 118.04%-98.8pp | 122.05%-102.8pp | 97.91%-78.7pp |
| Employer contribution / active EE | $1,218 | $1,843-33.9% | $5,167-76.4% | $2,405-49.3% |
| Participant deferral / active EE | $2,171 | $2,553-15.0% | $5,568-61.0% | $4,131-47.4% |
| Admin fee / account holder | $67 | $150-55.0% | $16,237-99.6% | $170-60.3% |