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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $38,889 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,540 | $47,126-47.9% | $149,673-83.6% | $74,419-67.0% |
| Participation rate | 94.3% | 63.4%+30.9pp | 78.8%+15.6pp | 70.7%+23.6pp |
| Annual return | 12.57% | 22.75%-10.2pp | 134.42%-121.8pp | 34.38%-21.8pp |
| Employer contribution / active EE | $1,303 | $1,905-31.6% | $4,818-73.0% | $2,637-50.6% |
| Participant deferral / active EE | $2,379 | $2,728-12.8% | $5,680-58.1% | $4,528-47.5% |
| Admin fee / account holder | $61 | $343-82.3% | $13,210-99.5% | $348-82.5% |