Filed April 17, 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.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,606 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,218 | $49,270-20.4% | $156,549-74.9% | $329,111-88.1% |
| Participation rate | 80.9% | 68.1%+12.8pp | 84.0%-3.1pp | 67.9%+13.0pp |
| Annual return | 21.07% | 23.25%-2.2pp | 32.23%-11.2pp | 16.35%+4.7pp |
| Employer contribution / active EE | $1,057 | $1,534-31.1% | $5,501-80.8% | $2,303-54.1% |
| Participant deferral / active EE | $2,692 | $2,920-7.8% | $4,871-44.7% | $3,682-26.9% |
| Admin fee / account holder | $1 | $51-97.6% | $13,027-100.0% | $754-99.8% |