Filed February 21, 2017
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 3-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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,928 |
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 | $60,267 | $39,162+53.9% | $100,671-40.1% | $59,632+1.1% |
| Participation rate | 96.7% | 55.9%+40.9pp | 70.7%+26.0pp | 68.7%+28.0pp |
| Annual return | 1.48% | 21.07%-19.6pp | 20.43%-18.9pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $2,174 | $1,151+88.9% | $4,012-45.8% | $2,203-1.3% |
| Participant deferral / active EE | $5,024 | $1,992+152.2% | $3,144+59.8% | $3,192+57.4% |
| Admin fee / account holder | $24 | $2,969-99.2% | $4,850-99.5% | $4,297-99.4% |