Filed December 23, 2011
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 CORPORATION2 years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-0472300 | Contract Administrator | $22,889 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,471 | $66,124-66.0% | $90,404-75.1% | $73,488-69.4% |
| Participation rate | 78.2% | 69.7%+8.5pp | 72.7%+5.5pp | 70.7%+7.5pp |
| Annual return | 11.24% | 17.65%-6.4pp | 1293.02%-1281.8pp | 28.51%-17.3pp |
| Employer contribution / active EE | $974 | $2,346-58.5% | $3,262-70.1% | $2,270-57.1% |
| Participant deferral / active EE | $2,767 | $3,039-8.9% | $3,963-30.2% | $3,740-26.0% |
| Admin fee / account holder | $156 | $396-60.8% | $5,611-97.2% | $513-69.7% |