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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,559 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,795 | $64,612+56.0% | $86,436+16.6% | $64,808+55.5% |
| Participation rate | 96.8% | 81.5%+15.4pp | 80.3%+16.5pp | 71.5%+25.4pp |
| Annual return | -13.12% | 0.66%-13.8pp | 4394.89%-4408.0pp | 32.82%-45.9pp |
| Employer contribution / active EE | $1,890 | $2,744-31.1% | $3,769-49.8% | $2,506-24.6% |
| Participant deferral / active EE | $8,080 | $7,497+7.8% | $6,952+16.2% | $4,310+87.5% |
| Admin fee / account holder | $4 | $169-97.5% | $6,731-99.9% | $188-97.7% |