Filed December 5, 2002 (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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $341,607 |
Service code 13 · EIN 20-4668732 | Contract Administrator | $162,571 |
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 | $53,386 | $44,007+21.3% | $154,107-65.4% | $68,904-22.5% |
| Participation rate | 83.9% | 70.0%+13.8pp | 83.0%+0.9pp | 74.1%+9.8pp |
| Annual return | 17.66% | 8.15%+9.5pp | 735.12%-717.5pp | 1.07%+16.6pp |
| Employer contribution / active EE | $2,564 | $1,732+48.1% | $5,298-51.6% | $2,540+0.9% |
| Participant deferral / active EE | $2,543 | $2,813-9.6% | $5,081-49.9% | $4,015-36.7% |
| Admin fee / account holder | $86 | $65+33.4% | $13,411-99.4% | $71+21.2% |