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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50,984 |
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 | $43,484 | $62,928-30.9% | $172,739-74.8% | $67,579-35.7% |
| Participation rate | 98.1% | 64.5%+33.6pp | 82.6%+15.4pp | 71.3%+26.8pp |
| Annual return | 17.87% | 30.36%-12.5pp | 802.84%-785.0pp | 378.56%-360.7pp |
| Employer contribution / active EE | $2,713 | $1,636+65.8% | $5,143-47.2% | $2,148+26.3% |
| Participant deferral / active EE | $3,020 | $2,145+40.8% | $5,198-41.9% | $3,539-14.7% |
| Admin fee / account holder | $74 | $167-55.3% | $13,954-99.5% | $142-47.7% |