Filed October 24, 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 9-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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,261 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,685 | $50,815+422.9% | $155,509+70.8% | $77,643+242.2% |
| Participation rate | 77.0% | 63.1%+13.9pp | 78.2%-1.2pp | 70.6%+6.4pp |
| Annual return | 16.33% | 34.80%-18.5pp | 64.67%-48.3pp | 31.24%-14.9pp |
| Employer contribution / active EE | $27,623 | $1,993+1286.2% | $4,672+491.2% | $2,726+913.4% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $43 | $437-90.2% | $15,912-99.7% | $430-90.0% |