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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,681 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,372 | $78,781+42.6% | $100,516+11.8% | $73,409+53.1% |
| Participation rate | 96.0% | 80.0%+15.9pp | 79.4%+16.6pp | 72.2%+23.8pp |
| Annual return | 13.72% | 31.69%-18.0pp | 30.89%-17.2pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,872 | $2,420-22.6% | $3,418-45.2% | $2,234-16.2% |
| Participant deferral / active EE | $7,746 | $6,537+18.5% | $6,270+23.5% | $3,805+103.5% |
| Admin fee / account holder | $1 | $145-99.1% | $8,081-100.0% | $158-99.1% |