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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,163 | $67,512-62.7% | $185,823-86.5% | $93,030-73.0% |
| Participation rate | 75.6% | 67.1%+8.5pp | 81.7%-6.1pp | 73.9%+1.7pp |
| Annual return | 13.91% | 21.04%-7.1pp | 122.05%-108.1pp | 158.70%-144.8pp |
| Employer contribution / active EE | $1,342 | $1,783-24.7% | $5,167-74.0% | $2,706-50.4% |
| Participant deferral / active EE | $1,859 | $3,035-38.8% | $5,568-66.6% | $4,562-59.3% |
| Admin fee / account holder | $13 | $318-95.9% | $16,237-99.9% | $152-91.5% |