Filed April 24, 2002
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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,816 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,342 | $72,607+67.1% | $90,749+33.7% | $66,914+81.3% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -20.31% | -12.28%-8.0pp | -12.16%-8.1pp | 1.58%-21.9pp |
| Employer contribution / active EE | $5,975 | $2,369+152.3% | $2,921+104.6% | $2,544+134.9% |
| Participant deferral / active EE | $5,621 | $3,977+41.3% | $4,564+23.2% | $4,237+32.7% |
| Admin fee / account holder | $143 | $707-79.7% | $8,445-98.3% | $593-75.8% |