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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $31,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,621 | $53,136-49.9% | $155,509-82.9% | $199,593-86.7% |
| Participation rate | 95.4% | 64.1%+31.3pp | 78.2%+17.2pp | 72.0%+23.4pp |
| Annual return | 13.84% | 41.15%-27.3pp | 64.67%-50.8pp | 34.25%-20.4pp |
| Employer contribution / active EE | $2,711 | $1,851+46.5% | $4,672-42.0% | $3,034-10.6% |
| Participant deferral / active EE | $2,663 | $3,161-15.7% | $5,626-52.7% | $5,087-47.6% |
| Admin fee / account holder | $18 | $185-90.3% | $15,912-99.9% | $269-93.3% |