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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $140,345 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,959 | $122,693+116.0% | $184,203+43.8% | $199,593+32.7% |
| Participation rate | 99.9% | 86.8%+13.1pp | 86.8%+13.1pp | 72.0%+28.0pp |
| Annual return | 14.65% | 143.91%-129.3pp | 28.81%-14.2pp | 34.25%-19.6pp |
| Employer contribution / active EE | $14,002 | $4,584+205.4% | $6,427+117.9% | $3,034+361.5% |
| Participant deferral / active EE | $14,098 | $7,990+76.4% | $9,131+54.4% | $5,087+177.1% |
| Admin fee / account holder | $64 | $121-46.7% | $13,901-99.5% | $269-76.1% |