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. $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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,902 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,412 | $47,126-54.6% | $149,673-85.7% | $74,419-71.2% |
| Participation rate | 89.5% | 63.4%+26.1pp | 78.8%+10.8pp | 70.7%+18.8pp |
| Annual return | 20.71% | 22.75%-2.0pp | 134.42%-113.7pp | 34.38%-13.7pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,240 | $2,728-17.9% | $5,680-60.6% | $4,528-50.5% |
| Admin fee / account holder | $54 | $343-84.2% | $13,210-99.6% | $348-84.4% |