Filed December 13, 2006
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 | $47,163 |
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 | $39,557 | $43,723-9.5% | $121,196-67.4% | $64,186-38.4% |
| Participation rate | 95.9% | 58.3%+37.6pp | 71.7%+24.2pp | 69.6%+26.4pp |
| Annual return | -4.62% | 68.91%-73.5pp | 16.93%-21.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,737 | $1,296+188.3% | $4,022-7.1% | $2,381+57.0% |
| Participant deferral / active EE | $2,807 | $2,280+23.1% | $3,344-16.1% | $3,470-19.1% |
| Admin fee / account holder | $263 | $3,501-92.5% | $5,019-94.8% | $4,888-94.6% |