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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,345 |
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 | $123,921 | $87,125+42.2% | $108,410+14.3% | $86,799+42.8% |
| Participation rate | 96.3% | 80.5%+15.8pp | 80.1%+16.2pp | 72.3%+24.0pp |
| Annual return | 13.53% | 25.21%-11.7pp | 905.27%-891.7pp | 97.91%-84.4pp |
| Employer contribution / active EE | $1,936 | $2,477-21.9% | $3,558-45.6% | $2,405-19.5% |
| Participant deferral / active EE | $8,119 | $6,944+16.9% | $6,563+23.7% | $4,131+96.5% |
| Admin fee / account holder | $4 | $130-97.2% | $7,295-99.9% | $170-97.8% |