Filed October 11, 2006 (most recent of 2 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 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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,804 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,595 | $56,095-63.3% | $178,490-88.5% | $90,288-77.2% |
| Participation rate | 79.8% | 65.6%+14.2pp | 81.9%-2.1pp | 73.4%+6.4pp |
| Annual return | 18.20% | 28.81%-10.6pp | 151.07%-132.9pp | 53.97%-35.8pp |
| Employer contribution / active EE | $1,702 | $1,572+8.2% | $5,011-66.0% | $2,524-32.6% |
| Participant deferral / active EE | $1,569 | $2,669-41.2% | $5,202-69.8% | $4,232-62.9% |
| Admin fee / account holder | $9 | $101-91.4% | $13,984-99.9% | $114-92.4% |