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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $95,329 |
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 | $231,313 | $118,337+95.5% | $189,513+22.1% | $93,030+148.6% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 14.83% | 21.77%-6.9pp | 555.15%-540.3pp | 158.70%-143.9pp |
| Employer contribution / active EE | $13,095 | $4,204+211.5% | $6,162+112.5% | $2,706+384.0% |
| Participant deferral / active EE | $12,112 | $7,123+70.0% | $8,221+47.3% | $4,562+165.5% |
| Admin fee / account holder | $46 | $100-53.6% | $12,045-99.6% | $152-69.5% |