Filed December 5, 2002 (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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $170,704 |
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 | $33,982 | $43,110-21.2% | $156,549-78.3% | $65,292-48.0% |
| Participation rate | 88.0% | 69.3%+18.7pp | 84.0%+4.0pp | 72.4%+15.6pp |
| Annual return | 8.87% | 11.24%-2.4pp | 32.23%-23.4pp | 11.84%-3.0pp |
| Employer contribution / active EE | $2,508 | $1,702+47.4% | $5,501-54.4% | $2,302+9.0% |
| Participant deferral / active EE | $2,444 | $2,520-3.0% | $4,871-49.8% | $3,579-31.7% |
| Admin fee / account holder | $31 | $47-35.4% | $13,027-99.8% | $57-46.8% |