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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $55,911 |
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 | $105,333 | $47,977+119.6% | $154,107-31.6% | $56,287+87.1% |
| Participation rate | 98.6% | 66.2%+32.4pp | 83.0%+15.5pp | 69.9%+28.7pp |
| Annual return | -2.40% | 3.54%-5.9pp | 735.12%-737.5pp | -9.96%+7.6pp |
| Employer contribution / active EE | $1,794 | $2,169-17.3% | $5,298-66.1% | $2,111-15.0% |
| Participant deferral / active EE | $9,090 | $2,392+280.1% | $5,081+78.9% | $3,350+171.4% |
| Admin fee / account holder | $211 | $438-51.9% | $13,411-98.4% | $521-59.5% |