Filed May 14, 2014
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 | $31,628 |
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 | $34,802 | $36,916-5.7% | $156,549-77.8% | $57,658-39.6% |
| Participation rate | 97.1% | 63.4%+33.7pp | 84.0%+13.1pp | 70.2%+26.9pp |
| Annual return | 7.12% | 12.38%-5.3pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,197 | $1,571+39.9% | $5,501-60.1% | $1,974+11.3% |
| Participant deferral / active EE | $2,480 | $1,926+28.8% | $4,871-49.1% | $3,061-19.0% |
| Admin fee / account holder | $60 | $82-27.5% | $13,027-99.5% | $95-36.7% |