Filed January 6, 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 CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $138,263 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,277 | $160,882+100.3% | $200,582+60.7% | $102,872+213.3% |
| Participation rate | 100.0% | 91.2%+8.8pp | 86.9%+13.1pp | 73.0%+27.0pp |
| Annual return | 16.46% | 18.15%-1.7pp | 42.33%-25.9pp | 19.06%-2.6pp |
| Employer contribution / active EE | $16,253 | $5,602+190.1% | $6,419+153.2% | $3,526+360.9% |
| Participant deferral / active EE | $16,938 | $9,300+82.1% | $9,331+81.5% | $5,535+206.0% |
| Admin fee / account holder | $67 | $125-46.1% | $16,305-99.6% | $292-77.0% |