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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $70,482 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,744 | $89,282+27.4% | $94,646+20.2% | $74,419+52.8% |
| Participation rate | 95.7% | 82.4%+13.3pp | 80.8%+14.9pp | 70.7%+25.0pp |
| Annual return | 17.82% | 25.96%-8.1pp | 156.71%-138.9pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,952 | $3,022-35.4% | $3,672-46.8% | $2,637-26.0% |
| Participant deferral / active EE | $8,342 | $8,425-1.0% | $7,418+12.5% | $4,528+84.2% |
| Admin fee / account holder | $52 | $219-76.0% | $7,231-99.3% | $348-84.9% |