Filed October 30, 2018
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 | $54,465 |
Service code 27 · EIN 47-1566880 | Advisory (Plan) | $13,960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,225 | $52,293-57.5% | $178,490-87.5% | $73,409-69.7% |
| Participation rate | 25.1% | 65.3%-40.2pp | 81.9%-56.8pp | 72.2%-47.0pp |
| Annual return | 2.71% | 34.75%-32.0pp | 151.07%-148.4pp | 59.29%-56.6pp |
| Employer contribution / active EE | $180 | $1,735-89.6% | $5,011-96.4% | $2,234-91.9% |
| Participant deferral / active EE | $825 | $2,332-64.6% | $5,202-84.1% | $3,805-78.3% |
| Admin fee / account holder | $257 | $127+102.0% | $13,984-98.2% | $158+62.9% |