Filed March 17, 2009 (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 CORPORATION3 years Service code 10 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Accounting | $42,548 |
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 | $121,924 | $111,608+9.2% | $177,821-31.4% | $73,409+66.1% |
| Participation rate | 90.0% | 87.9%+2.1pp | 87.7%+2.2pp | 72.2%+17.8pp |
| Annual return | 13.63% | 18.23%-4.6pp | 48.32%-34.7pp | 59.29%-45.7pp |
| Employer contribution / active EE | $2,569 | $3,796-32.3% | $5,918-56.6% | $2,234+15.0% |
| Participant deferral / active EE | $10,423 | $6,199+68.1% | $7,714+35.1% | $3,805+173.9% |
| Admin fee / account holder | $104 | $166-37.5% | $12,427-99.2% | $158-34.4% |