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 CORPORATION5 years Service code 10 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Accounting | $41,305 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,915 | $86,897+49.5% | $151,611-14.3% | $64,808+100.5% |
| Participation rate | 87.4% | 87.3%+0.1pp | 87.5%-0.1pp | 71.5%+16.0pp |
| Annual return | -14.35% | -3.57%-10.8pp | 3.33%-17.7pp | 32.82%-47.2pp |
| Employer contribution / active EE | $3,202 | $4,010-20.2% | $6,166-48.1% | $2,506+27.8% |
| Participant deferral / active EE | $12,581 | $6,690+88.1% | $8,363+50.4% | $4,310+191.9% |
| Admin fee / account holder | $104 | $153-32.1% | $11,616-99.1% | $188-44.7% |