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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,650 |
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 | $84,511 | $62,543+35.1% | $83,333+1.4% | $55,725+51.7% |
| Participation rate | 94.6% | 78.4%+16.3pp | 77.8%+16.9pp | 70.9%+23.8pp |
| Annual return | -5.21% | 14.85%-20.1pp | 10.63%-15.8pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,692 | $2,427-30.3% | $3,379-49.9% | $2,078-18.6% |
| Participant deferral / active EE | $6,977 | $5,682+22.8% | $5,565+25.4% | $3,356+107.9% |
| Admin fee / account holder | $1 | $103-98.7% | $7,510-100.0% | $115-98.8% |