Filed December 28, 1992
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 | $72,596 |
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 | $109,295 | $88,890+23.0% | $102,423+6.7% | $77,643+40.8% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.5%+23.2pp | 70.6%+29.2pp |
| Annual return | 11.31% | 24.98%-13.7pp | 29.32%-18.0pp | 31.24%-19.9pp |
| Employer contribution / active EE | $3,429 | $2,698+27.1% | $3,023+13.4% | $2,726+25.8% |
| Participant deferral / active EE | $8,664 | $5,145+68.4% | $5,053+71.5% | $4,647+86.4% |
| Admin fee / account holder | $85 | $235-63.9% | $9,451-99.1% | $430-80.2% |