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 CORPORATION6 years Service code 10 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Accounting | $51,919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,239 | $100,227+46.9% | $169,993-13.4% | $74,419+97.9% |
| Participation rate | 87.5% | 87.3%+0.2pp | 87.0%+0.5pp | 70.7%+16.8pp |
| Annual return | 18.87% | 66.08%-47.2pp | 53.37%-34.5pp | 34.38%-15.5pp |
| Employer contribution / active EE | $3,448 | $4,263-19.1% | $6,785-49.2% | $2,637+30.7% |
| Participant deferral / active EE | $12,928 | $7,143+81.0% | $10,408+24.2% | $4,528+185.5% |
| Admin fee / account holder | $120 | $234-48.7% | $12,815-99.1% | $348-65.4% |