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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $191,504 |
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 | $189,220 | $95,918+97.3% | $151,611+24.8% | $77,904+142.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -15.60% | -5.50%-10.1pp | 3.33%-18.9pp | 12.21%-27.8pp |
| Employer contribution / active EE | $14,152 | $4,330+226.8% | $6,166+129.5% | $2,848+397.0% |
| Participant deferral / active EE | $12,629 | $7,508+68.2% | $8,363+51.0% | $4,806+162.8% |
| Admin fee / account holder | $87 | $93-6.4% | $11,616-99.2% | $133-34.1% |