Filings through .
Filed December 4, 2013
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,364 |
6 funds hold $59K of the plan's $60K. From the 2024 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds American Balanced R6 Capital Group · Mutual fund | $36K | 60.4% |
| Benefit-Responsive Investment Contract: Lincoln NY Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $21K | 36.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $801 | 1.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $618 | 1.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $355 | 0.6% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $215 | 0.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.