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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,511 |
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 | $35,858 | $50,982-29.7% | $154,803-76.8% | $85,563-58.1% |
| Participation rate | 93.3% | 59.8%+33.5pp | 78.1%+15.2pp | 66.0%+27.3pp |
| Annual return | 10.09% | 30.35%-20.3pp | 58.88%-48.8pp | 31.51%-21.4pp |
| Employer contribution / active EE | $1,373 | $1,708-19.6% | $4,305-68.1% | $2,654-48.2% |
| Participant deferral / active EE | $2,505 | $2,474+1.2% | $5,540-54.8% | $4,375-42.8% |
| Admin fee / account holder | $74 | $846-91.3% | $14,329-99.5% | $834-91.1% |