Filed November 22, 1995
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 | $18,745 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,895 | $50,898-51.1% | $171,082-85.4% | $55,167-54.9% |
| Participation rate | 77.8% | 63.3%+14.5pp | 76.7%+1.1pp | 69.0%+8.8pp |
| Annual return | 5.96% | 15.34%-9.4pp | 32.56%-26.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,032 | $1,433-28.0% | $4,002-74.2% | $1,963-47.4% |
| Participant deferral / active EE | $0 | $2,994-100.0% | $4,797-100.0% | $3,054-100.0% |
| Admin fee / account holder | $146 | $500-70.7% | $8,520-98.3% | $504-70.9% |