Filed April 12, 2007 (most recent of 3 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 13 · EIN 35-1140070 | Contract Administrator | $100,048 |
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 | $83,860 | $62,928+33.3% | $172,739-51.5% | $67,579+24.1% |
| Participation rate | 96.5% | 64.5%+32.0pp | 82.6%+13.9pp | 71.3%+25.2pp |
| Annual return | 22.61% | 30.36%-7.7pp | 802.84%-780.2pp | 378.56%-355.9pp |
| Employer contribution / active EE | $2,748 | $1,636+68.0% | $5,143-46.6% | $2,148+27.9% |
| Participant deferral / active EE | $4,684 | $2,145+118.4% | $5,198-9.9% | $3,539+32.4% |
| Admin fee / account holder | $119 | $167-28.7% | $13,954-99.1% | $142-16.5% |