Filed December 2, 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 8-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 | $734,427 |
Service code 17 · EIN 26-0058143 | Pension Consulting | $119,500 |
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 | $60,713 | $58,202+4.3% | $172,739-64.9% | $89,569-32.2% |
| Participation rate | 90.1% | 72.8%+17.2pp | 82.6%+7.4pp | 69.6%+20.5pp |
| Annual return | 37.36% | 61.59%-24.2pp | 802.84%-765.5pp | 34.56%+2.8pp |
| Employer contribution / active EE | $1,638 | $1,759-6.9% | $5,143-68.1% | $2,584-36.6% |
| Participant deferral / active EE | $3,886 | $3,335+16.5% | $5,198-25.2% | $4,220-7.9% |
| Admin fee / account holder | $37 | $53-29.4% | $13,954-99.7% | $72-48.2% |