Filed June 17, 2015 (most recent of 2 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 Filed as: LINCOLN FINANCIAL CORPORATION Service code 13 · EIN 35-1140070 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $86,229 |
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 | $42,338 | $36,916+14.7% | $156,549-73.0% | $57,658-26.6% |
| Participation rate | 79.3% | 63.4%+15.9pp | 84.0%-4.7pp | 70.2%+9.1pp |
| Annual return | 9.19% | 12.38%-3.2pp | 32.23%-23.0pp | 5.13%+4.1pp |
| Employer contribution / active EE | $1,547 | $1,571-1.5% | $5,501-71.9% | $1,974-21.6% |
| Participant deferral / active EE | $2,914 | $1,926+51.3% | $4,871-40.2% | $3,061-4.8% |
| Admin fee / account holder | $187 | $82+126.6% | $13,027-98.6% | $95+97.7% |