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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $49,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,464 | $47,126+363.6% | $149,673+46.0% | $74,419+193.6% |
| Participation rate | 73.1% | 63.4%+9.7pp | 78.8%-5.7pp | 70.7%+2.4pp |
| Annual return | 19.83% | 22.75%-2.9pp | 134.42%-114.6pp | 34.38%-14.6pp |
| Employer contribution / active EE | $24,650 | $1,905+1193.7% | $4,818+411.7% | $2,637+834.6% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $121 | $343-64.8% | $13,210-99.1% | $348-65.3% |