Filed December 4, 2013
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 | $23,452 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,993 | $52,293-38.8% | $178,490-82.1% | $73,409-56.4% |
| Participation rate | 89.6% | 65.3%+24.3pp | 81.9%+7.7pp | 72.2%+17.4pp |
| Annual return | 16.08% | 34.75%-18.7pp | 151.07%-135.0pp | 59.29%-43.2pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,734 | $2,332-25.7% | $5,202-66.7% | $3,805-54.4% |
| Admin fee / account holder | $59 | $127-53.9% | $13,984-99.6% | $158-62.8% |