Filed June 8, 2009 (most recent of 3 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 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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,492 |
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 | $46,634 | $79,523-41.4% | $140,016-66.7% | $56,287-17.1% |
| Participation rate | 83.6% | 85.7%-2.1pp | 87.5%-3.9pp | 69.9%+13.8pp |
| Annual return | -3.93% | 2.39%-6.3pp | 651.12%-655.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $4,907 | $3,350+46.5% | $5,606-12.5% | $2,111+132.5% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $165 | $614-73.2% | $10,705-98.5% | $521-68.4% |