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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,523 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,195 | $45,000-55.1% | $143,757-86.0% | $77,904-74.1% |
| Participation rate | 81.5% | 66.8%+14.7pp | 80.3%+1.2pp | 73.7%+7.9pp |
| Annual return | -15.81% | 29.03%-44.8pp | -0.04%-15.8pp | 12.21%-28.0pp |
| Employer contribution / active EE | $1,656 | $1,870-11.4% | $4,951-66.6% | $2,848-41.8% |
| Participant deferral / active EE | $2,079 | $3,157-34.1% | $5,637-63.1% | $4,806-56.7% |
| Admin fee / account holder | $14 | $98-86.0% | $14,673-99.9% | $133-89.6% |