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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $60,753 |
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 | $48,512 | $47,456+2.2% | $172,739-71.9% | $77,787-37.6% |
| Participation rate | 90.0% | 66.3%+23.7pp | 82.6%+7.4pp | 73.2%+16.8pp |
| Annual return | 15.63% | 35.57%-19.9pp | 802.84%-787.2pp | 32.57%-16.9pp |
| Employer contribution / active EE | $1,114 | $1,574-29.2% | $5,143-78.3% | $2,504-55.5% |
| Participant deferral / active EE | $2,709 | $2,560+5.8% | $5,198-47.9% | $3,967-31.7% |
| Admin fee / account holder | $53 | $81-34.0% | $13,954-99.6% | $100-46.6% |