Filed November 29, 2005 (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 Service code 13 · EIN 35-1140070 | Contract Administrator | $95,243 |
Service code 27 · EIN 94-1606517 | Advisory (Plan) | $2,887 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,651 | $44,989-11.9% | $170,442-76.7% | $77,958-49.1% |
| Participation rate | 90.8% | 64.6%+26.2pp | 83.6%+7.2pp | 71.6%+19.1pp |
| Annual return | 11.87% | 19.61%-7.7pp | 205.93%-194.1pp | 20.87%-9.0pp |
| Employer contribution / active EE | $1,101 | $1,466-24.9% | $5,433-79.7% | $2,310-52.3% |
| Participant deferral / active EE | $2,667 | $2,208+20.8% | $4,939-46.0% | $3,537-24.6% |
| Admin fee / account holder | $79 | $69+14.9% | $13,880-99.4% | $97-18.6% |