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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $184,202 |
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 | $224,950 | $112,686+99.6% | $169,993+32.3% | $80,160+180.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 17.98% | 67.04%-49.1pp | 53.37%-35.4pp | 40.38%-22.4pp |
| Employer contribution / active EE | $13,776 | $4,481+207.4% | $6,785+103.0% | $2,978+362.6% |
| Participant deferral / active EE | $13,952 | $7,876+77.1% | $10,408+34.1% | $5,017+178.1% |
| Admin fee / account holder | $83 | $99-15.9% | $12,815-99.3% | $145-42.5% |