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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $103,082 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,216 | $56,485+82.7% | $185,823-44.5% | $86,799+18.9% |
| Participation rate | 97.4% | 65.5%+31.9pp | 81.7%+15.7pp | 72.3%+25.1pp |
| Annual return | 14.02% | 118.04%-104.0pp | 122.05%-108.0pp | 97.91%-83.9pp |
| Employer contribution / active EE | $4,395 | $1,843+138.5% | $5,167-14.9% | $2,405+82.7% |
| Participant deferral / active EE | $5,396 | $2,553+111.4% | $5,568-3.1% | $4,131+30.6% |
| Admin fee / account holder | $115 | $150-23.2% | $16,237-99.3% | $170-32.2% |