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 CORPORATION1+ years Filed as: LINCOLN FINANCIAL Service code 27 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46802 | Advisory (Plan) | $1,366 |
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 | $166,359 | $71,802+131.7% | $133,980+24.2% | $57,658+188.5% |
| Participation rate | 95.4% | 85.5%+10.0pp | 87.1%+8.4pp | 70.2%+25.2pp |
| Annual return | 8.64% | 13.51%-4.9pp | 29.30%-20.7pp | 5.13%+3.5pp |
| Employer contribution / active EE | $12,690 | $3,161+301.4% | $5,211+143.5% | $1,974+542.9% |
| Participant deferral / active EE | $11,236 | $4,606+144.0% | $6,282+78.9% | $3,061+267.1% |
| Admin fee / account holder | $2 | $88-98.3% | $9,324-100.0% | $95-98.4% |