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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $37,157 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,112 | $58,778+4.0% | $129,207-52.7% | $77,643-21.3% |
| Participation rate | 79.5% | 59.2%+20.2pp | 69.6%+9.9pp | 70.6%+8.9pp |
| Annual return | 14.69% | 24.73%-10.0pp | 9417.33%-9402.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,153-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,543 | $3,212+41.4% | $4,168+9.0% | $4,647-2.2% |
| Admin fee / account holder | $103 | $589-82.6% | $7,715-98.7% | $430-76.2% |