Filed July 27, 2004 (most recent of 3 filings on file)
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 6-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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $29,472 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,527 | $48,335+25.2% | $121,098-50.0% | $71,457-15.3% |
| Participation rate | 81.9% | 54.3%+27.7pp | 69.5%+12.4pp | 67.9%+14.0pp |
| Annual return | 16.87% | 23.32%-6.4pp | 985.75%-968.9pp | 28.85%-12.0pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,691 | $2,754+70.3% | $4,080+15.0% | $4,289+9.4% |
| Admin fee / account holder | $90 | $1,841-95.1% | $5,644-98.4% | $1,587-94.3% |