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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $79,804 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,610 | $52,293+71.4% | $178,490-49.8% | $73,409+22.1% |
| Participation rate | 96.0% | 65.3%+30.6pp | 81.9%+14.1pp | 72.2%+23.8pp |
| Annual return | 14.19% | 34.75%-20.6pp | 151.07%-136.9pp | 59.29%-45.1pp |
| Employer contribution / active EE | $2,787 | $1,735+60.6% | $5,011-44.4% | $2,234+24.8% |
| Participant deferral / active EE | $4,807 | $2,332+106.1% | $5,202-7.6% | $3,805+26.3% |
| Admin fee / account holder | $91 | $127-28.9% | $13,984-99.4% | $158-42.6% |