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 CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $117,966 |
Filed as: EMPOWER ANNUITY INSURANCE CO AMERIC Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,103 | $108,719+34.4% | $101,326+44.2% | $85,563+70.8% |
| Participation rate | 95.9% | 80.9%+15.0pp | 81.5%+14.4pp | 66.0%+30.0pp |
| Annual return | 17.28% | 20.95%-3.7pp | 36.82%-19.5pp | 31.51%-14.2pp |
| Employer contribution / active EE | $2,078 | $3,114-33.3% | $3,665-43.3% | $2,654-21.7% |
| Participant deferral / active EE | $10,808 | $8,545+26.5% | $7,994+35.2% | $4,375+147.0% |
| Admin fee / account holder | $90 | $685-86.9% | $11,185-99.2% | $834-89.2% |