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 | $1,431 |
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 | $82,712 | $56,640+46.0% | $80,975+2.1% | $57,658+43.5% |
| Participation rate | 96.4% | 75.9%+20.5pp | 75.8%+20.6pp | 70.2%+26.1pp |
| Annual return | 10.19% | 19.97%-9.8pp | 17.10%-6.9pp | 5.13%+5.1pp |
| Employer contribution / active EE | $1,604 | $2,085-23.1% | $3,714-56.8% | $1,974-18.7% |
| Participant deferral / active EE | $6,443 | $4,944+30.3% | $5,696+13.1% | $3,061+110.5% |
| Admin fee / account holder | $1 | $87-98.6% | $5,516-100.0% | $95-98.7% |