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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $40,691 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,723 | $76,050+44.3% | $96,544+13.7% | $71,457+53.5% |
| Participation rate | 95.8% | 74.4%+21.4pp | 76.0%+19.8pp | 67.9%+27.8pp |
| Annual return | 20.40% | 22.81%-2.4pp | 25.84%-5.4pp | 28.85%-8.4pp |
| Employer contribution / active EE | $1,530 | $2,244-31.8% | $2,965-48.4% | $2,588-40.9% |
| Participant deferral / active EE | $4,092 | $4,215-2.9% | $4,851-15.6% | $4,289-4.6% |
| Admin fee / account holder | $154 | $2,707-94.3% | $8,252-98.1% | $1,587-90.3% |