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 CORPORATION4 years Service code 10 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Accounting | $53,848 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,121 | $111,491+35.5% | $189,513-20.3% | $86,799+74.1% |
| Participation rate | 90.0% | 87.3%+2.7pp | 87.8%+2.2pp | 72.3%+17.7pp |
| Annual return | 13.63% | 83.50%-69.9pp | 555.15%-541.5pp | 97.91%-84.3pp |
| Employer contribution / active EE | $2,777 | $3,951-29.7% | $6,162-54.9% | $2,405+15.4% |
| Participant deferral / active EE | $11,321 | $6,437+75.9% | $8,221+37.7% | $4,131+174.0% |
| Admin fee / account holder | $138 | $189-26.6% | $12,045-98.9% | $170-18.4% |