Filed July 17, 2002 (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 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 CORPORATION3+ years Filed as: LINCOLN RETIREMENT SERVICES Service code 17 · EIN 35-0472300 | Pension Consulting | $110,927 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,919 |
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 | $45,970 | $44,989+2.2% | $170,442-73.0% | $77,958-41.0% |
| Participation rate | 96.9% | 64.6%+32.3pp | 83.6%+13.3pp | 71.6%+25.2pp |
| Annual return | 16.17% | 19.61%-3.4pp | 205.93%-189.8pp | 20.87%-4.7pp |
| Employer contribution / active EE | $2,396 | $1,466+63.4% | $5,433-55.9% | $2,310+3.7% |
| Participant deferral / active EE | $2,859 | $2,208+29.5% | $4,939-42.1% | $3,537-19.2% |
| Admin fee / account holder | $22 | $69-67.7% | $13,880-99.8% | $97-77.1% |