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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $77,531 |
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 | $91,830 | $46,732+96.5% | $156,549-41.3% | $55,167+66.5% |
| Participation rate | 97.2% | 65.8%+31.4pp | 84.0%+13.1pp | 69.0%+28.2pp |
| Annual return | 5.92% | 17.72%-11.8pp | 32.23%-26.3pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,557 | $2,105-26.0% | $5,501-71.7% | $1,963-20.7% |
| Participant deferral / active EE | $7,095 | $2,204+221.9% | $4,871+45.7% | $3,054+132.3% |
| Admin fee / account holder | $231 | $418-44.8% | $13,027-98.2% | $504-54.2% |