Filed October 18, 2004 (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 9-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 CORPORATION1+ years Service code 13 · EIN 35-1140070 150 N RADNOR-CHESTER ROAD · RADNOR, PA 19087 | Contract Administrator | $77,772 |
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 | $83,549 | $37,117+125.1% | $147,614-43.4% | $55,191+51.4% |
| Participation rate | 96.1% | 63.6%+32.5pp | 84.6%+11.4pp | 69.2%+26.9pp |
| Annual return | 0.08% | 3.44%-3.4pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,444 | $1,620-10.9% | $5,564-74.0% | $1,899-23.9% |
| Participant deferral / active EE | $6,427 | $1,985+223.7% | $4,895+31.3% | $3,046+111.0% |
| Admin fee / account holder | $205 | $86+139.8% | $11,611-98.2% | $91+126.0% |