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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,316 | $79,171+46.9% | $102,423+13.6% | $74,495+56.1% |
| Participation rate | 95.3% | 74.8%+20.6pp | 76.5%+18.9pp | 67.2%+28.1pp |
| Annual return | 13.52% | 54.93%-41.4pp | 29.32%-15.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,569 | $2,362-33.6% | $3,023-48.1% | $2,623-40.2% |
| Participant deferral / active EE | $4,355 | $4,415-1.4% | $5,053-13.8% | $4,346+0.2% |
| Admin fee / account holder | $165 | $2,001-91.7% | $9,451-98.3% | $1,942-91.5% |