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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,467 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,555 | $46,292-47.0% | $143,757-82.9% | $64,808-62.1% |
| Participation rate | 93.1% | 64.2%+28.9pp | 80.3%+12.8pp | 71.5%+21.6pp |
| Annual return | -14.97% | -10.05%-4.9pp | -0.04%-14.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,208 | $1,910-36.8% | $4,951-75.6% | $2,506-51.8% |
| Participant deferral / active EE | $2,352 | $2,646-11.1% | $5,637-58.3% | $4,310-45.4% |
| Admin fee / account holder | $69 | $154-54.8% | $14,673-99.5% | $188-63.0% |