Filed November 9, 2005
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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,086 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,299 | $50,815-42.3% | $155,509-81.2% | $77,643-62.3% |
| Participation rate | 92.7% | 63.1%+29.5pp | 78.2%+14.5pp | 70.6%+22.1pp |
| Annual return | 22.53% | 34.80%-12.3pp | 64.67%-42.1pp | 31.24%-8.7pp |
| Employer contribution / active EE | $1,366 | $1,993-31.4% | $4,672-70.8% | $2,726-49.9% |
| Participant deferral / active EE | $2,409 | $2,822-14.6% | $5,626-57.2% | $4,647-48.2% |
| Admin fee / account holder | $63 | $437-85.5% | $15,912-99.6% | $430-85.3% |