Filed December 26, 2002
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 | $3,494 |
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 | $54,580 | $45,382+20.3% | $154,107-64.6% | $75,289-27.5% |
| Participation rate | 70.9% | 65.9%+5.0pp | 83.0%-12.1pp | 72.4%-1.5pp |
| Annual return | -2.43% | -0.47%-2.0pp | 735.12%-737.5pp | -0.04%-2.4pp |
| Employer contribution / active EE | $2,084 | $1,533+35.9% | $5,298-60.7% | $2,405-13.4% |
| Participant deferral / active EE | $4,150 | $2,384+74.1% | $5,081-18.3% | $3,739+11.0% |
| Admin fee / account holder | $3 | $89-96.2% | $13,411-100.0% | $102-96.7% |