Filed February 5, 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 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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $51,735 |
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 | $169,979 | $60,261+182.1% | $81,783+107.8% | $74,546+128.0% |
| Participation rate | 80.0% | 62.9%+17.1pp | 72.4%+7.6pp | 67.2%+12.8pp |
| Annual return | 13.88% | 16.88%-3.0pp | 775.05%-761.2pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $15,176 | $2,622+478.9% | $2,913+421.1% | $2,624+478.3% |
| Participant deferral / active EE | $7,664 | $3,388+126.2% | $4,320+77.4% | $4,347+76.3% |
| Admin fee / account holder | $193 | $1,482-87.0% | $7,380-97.4% | $1,944-90.1% |