Filed April 1, 2006
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 | $24,369 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,318 | $86,286+54.5% | $111,297+19.8% | $85,850+55.3% |
| Participation rate | 93.8% | 73.3%+20.5pp | 77.3%+16.5pp | 69.3%+24.5pp |
| Annual return | 13.67% | 19.99%-6.3pp | 54.65%-41.0pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,582 | $2,043-22.6% | $2,731-42.1% | $2,565-38.3% |
| Participant deferral / active EE | $4,787 | $3,641+31.5% | $4,487+6.7% | $3,952+21.1% |
| Admin fee / account holder | $207 | $8,188-97.5% | $7,964-97.4% | $6,260-96.7% |