Filed November 9, 2005
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 Service code 13 · EIN 35-1140070 | Contract Administrator | $3,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,526 | $64,612+43.2% | $86,436+7.0% | $64,808+42.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -13.95% | 0.66%-14.6pp | 4394.89%-4408.8pp | 32.82%-46.8pp |
| Employer contribution / active EE | $8,297 | $2,744+202.4% | $3,769+120.2% | $2,506+231.1% |
| Participant deferral / active EE | $0 | $7,497-100.0% | $6,952-100.0% | $4,310-100.0% |
| Admin fee / account holder | $3 | $169-98.3% | $6,731-100.0% | $188-98.4% |