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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $42,305 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
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 | $30,325 | $50,815-40.3% | $155,509-80.5% | $77,643-60.9% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 51.45% | 34.80%+16.6pp | 64.67%-13.2pp | 31.24%+20.2pp |
| Employer contribution / active EE | $489 | $1,993-75.5% | $4,672-89.5% | $2,726-82.1% |
| Participant deferral / active EE | $2,143 | $2,822-24.1% | $5,626-61.9% | $4,647-53.9% |
| Admin fee / account holder | $71 | $437-83.8% | $15,912-99.6% | $430-83.5% |