Filed December 5, 1990
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 | $10,490 |
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 | $49,400 | $72,492-31.9% | $87,100-43.3% | $72,985-32.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.93% | 24.46%-7.5pp | 28.19%-11.3pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,130 | $1,894-40.3% | $2,521-55.2% | $2,440-53.7% |
| Participant deferral / active EE | $2,739 | $3,270-16.2% | $4,049-32.4% | $3,607-24.1% |
| Admin fee / account holder | $137 | $5,055-97.3% | $7,497-98.2% | $5,124-97.3% |