Filed July 13, 2010 (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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $419,869 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,382 | $67,512+14.6% | $185,823-58.4% | $93,030-16.8% |
| Participation rate | 71.5% | 67.1%+4.4pp | 81.7%-10.2pp | 73.9%-2.4pp |
| Annual return | 12.15% | 21.04%-8.9pp | 122.05%-109.9pp | 158.70%-146.6pp |
| Employer contribution / active EE | $1,497 | $1,783-16.0% | $5,167-71.0% | $2,706-44.7% |
| Participant deferral / active EE | $4,108 | $3,035+35.3% | $5,568-26.2% | $4,562-10.0% |
| Admin fee / account holder | $223 | $318-29.8% | $16,237-98.6% | $152+47.0% |