Filed March 17, 2009 (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 10 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Accounting | $37,954 |
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 | $101,573 | $88,515+14.8% | $162,163-37.4% | $67,579+50.3% |
| Participation rate | 89.9% | 86.8%+3.0pp | 87.6%+2.3pp | 71.3%+18.6pp |
| Annual return | 21.81% | 27.04%-5.2pp | 115.59%-93.8pp | 378.56%-356.7pp |
| Employer contribution / active EE | $1,596 | $3,563-55.2% | $5,614-71.6% | $2,148-25.7% |
| Participant deferral / active EE | $9,700 | $5,724+69.5% | $7,298+32.9% | $3,539+174.1% |
| Admin fee / account holder | $91 | $124-26.2% | $10,843-99.2% | $142-35.9% |