Filed September 12, 2012 (most recent of 6 filings on file)
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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $61,009 |
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 | $66,203 | $37,039+78.7% | $147,614-55.2% | $59,188+11.9% |
| Participation rate | 98.5% | 63.8%+34.7pp | 84.6%+13.8pp | 69.4%+29.0pp |
| Annual return | 1.42% | 7.19%-5.8pp | 61.98%-60.6pp | 5.51%-4.1pp |
| Employer contribution / active EE | $3,145 | $1,353+132.5% | $5,564-43.5% | $2,098+49.9% |
| Participant deferral / active EE | $5,052 | $2,094+141.3% | $4,895+3.2% | $3,265+54.7% |
| Admin fee / account holder | $37 | $60-39.0% | $11,611-99.7% | $92-60.2% |