Filed October 11, 2006 (most recent of 2 filings on file)
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 | $23,820 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,637 | $50,127-52.8% | $149,673-84.2% | $80,160-70.5% |
| Participation rate | 95.0% | 64.3%+30.8pp | 78.8%+16.3pp | 72.9%+22.1pp |
| Annual return | 18.99% | 29.82%-10.8pp | 134.42%-115.4pp | 40.38%-21.4pp |
| Employer contribution / active EE | $2,642 | $1,865+41.7% | $4,818-45.2% | $2,978-11.3% |
| Participant deferral / active EE | $2,511 | $3,194-21.4% | $5,680-55.8% | $5,017-49.9% |
| Admin fee / account holder | $14 | $153-90.9% | $13,210-99.9% | $145-90.4% |