Filed February 21, 2017
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 3-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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,793 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,140 | $41,377+62.3% | $109,313-38.6% | $62,891+6.8% |
| Participation rate | 95.0% | 57.5%+37.5pp | 71.3%+23.7pp | 69.3%+25.7pp |
| Annual return | 5.40% | 11.05%-5.7pp | 22.07%-16.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,737 | $1,276+114.5% | $3,892-29.7% | $2,281+20.0% |
| Participant deferral / active EE | $4,915 | $2,045+140.4% | $3,166+55.2% | $3,203+53.5% |
| Admin fee / account holder | $24 | $2,884-99.2% | $5,666-99.6% | $4,296-99.5% |