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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,510 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,099 | $110,699+83.5% | $177,821+14.2% | $90,288+124.9% |
| Participation rate | 99.1% | 88.3%+10.8pp | 87.7%+11.4pp | 73.4%+25.8pp |
| Annual return | 17.39% | 22.79%-5.4pp | 48.32%-30.9pp | 53.97%-36.6pp |
| Employer contribution / active EE | $11,488 | $4,118+178.9% | $5,918+94.1% | $2,524+355.1% |
| Participant deferral / active EE | $12,206 | $6,731+81.3% | $7,714+58.2% | $4,232+188.4% |
| Admin fee / account holder | $2 | $90-97.6% | $12,427-100.0% | $114-98.1% |