Filed April 12, 2007 (most recent of 3 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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $101,568 |
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 | $84,806 | $46,292+83.2% | $143,757-41.0% | $64,808+30.9% |
| Participation rate | 98.6% | 64.2%+34.4pp | 80.3%+18.3pp | 71.5%+27.2pp |
| Annual return | -15.44% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $3,217 | $1,910+68.5% | $4,951-35.0% | $2,506+28.4% |
| Participant deferral / active EE | $5,559 | $2,646+110.1% | $5,637-1.4% | $4,310+29.0% |
| Admin fee / account holder | $105 | $154-31.6% | $14,673-99.3% | $188-44.0% |