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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $49,040 |
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 | $131,835 | $58,879+123.9% | $178,490-26.1% | $73,488+79.4% |
| Participation rate | 99.0% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.4pp |
| Annual return | 11.46% | 24.86%-13.4pp | 151.07%-139.6pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,661 | $2,236-25.7% | $5,011-66.8% | $2,270-26.8% |
| Participant deferral / active EE | $9,114 | $2,567+255.0% | $5,202+75.2% | $3,740+143.7% |
| Admin fee / account holder | $225 | $400-43.8% | $13,984-98.4% | $513-56.2% |