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 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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $100,345 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,476 | $129,021-50.8% | $184,203-65.5% | $77,643-18.2% |
| Participation rate | 93.8% | 87.3%+6.5pp | 86.8%+7.0pp | 70.6%+23.3pp |
| Annual return | 15.72% | 33.27%-17.5pp | 28.81%-13.1pp | 31.24%-15.5pp |
| Employer contribution / active EE | $2,986 | $4,413-32.3% | $6,427-53.5% | $2,726+9.5% |
| Participant deferral / active EE | $4,564 | $7,297-37.5% | $9,131-50.0% | $4,647-1.8% |
| Admin fee / account holder | $280 | $254+10.1% | $13,901-98.0% | $430-35.1% |