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 CORPORATION7 years Service code 10 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Accounting | $49,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,897 | $129,021+32.5% | $184,203-7.2% | $77,643+120.1% |
| Participation rate | 87.0% | 87.3%-0.4pp | 86.8%+0.2pp | 70.6%+16.4pp |
| Annual return | 14.78% | 33.27%-18.5pp | 28.81%-14.0pp | 31.24%-16.5pp |
| Employer contribution / active EE | $3,715 | $4,413-15.8% | $6,427-42.2% | $2,726+36.3% |
| Participant deferral / active EE | $13,282 | $7,297+82.0% | $9,131+45.5% | $4,647+185.8% |
| Admin fee / account holder | $112 | $254-55.9% | $13,901-99.2% | $430-74.0% |