Filed October 27, 2004
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 8-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 CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES COMPANY Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $6,172 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,519 | $61,156-10.9% | $185,823-70.7% | $79,386-31.3% |
| Participation rate | 89.3% | 66.6%+22.7pp | 81.7%+7.6pp | 70.7%+18.6pp |
| Annual return | 658.42% | 19.45%+639.0pp | 122.05%+536.4pp | 116.85%+541.6pp |
| Employer contribution / active EE | $958 | $2,321-58.7% | $5,167-81.5% | $2,427-60.5% |
| Participant deferral / active EE | $1,880 | $2,789-32.6% | $5,568-66.2% | $4,046-53.5% |
| Admin fee / account holder | $48 | $710-93.2% | $16,237-99.7% | $626-92.3% |