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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $62,085 |
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 | $70,980 | $37,213+90.7% | $156,549-54.7% | $63,975+11.0% |
| Participation rate | 98.2% | 65.0%+33.2pp | 84.0%+14.2pp | 71.1%+27.1pp |
| Annual return | 9.33% | 47.89%-38.6pp | 32.23%-22.9pp | 48.65%-39.3pp |
| Employer contribution / active EE | $3,167 | $1,357+133.4% | $5,501-42.4% | $2,182+45.1% |
| Participant deferral / active EE | $5,285 | $2,070+155.3% | $4,871+8.5% | $3,356+57.4% |
| Admin fee / account holder | $36 | $56-36.5% | $13,027-99.7% | $70-49.2% |