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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $248,386 |
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 | $45,590 | $48,835-6.6% | $170,442-73.3% | $177,276-74.3% |
| Participation rate | 82.9% | 72.1%+10.8pp | 83.6%-0.7pp | 74.8%+8.1pp |
| Annual return | 23.65% | 19.44%+4.2pp | 205.93%-182.3pp | 21.25%+2.4pp |
| Employer contribution / active EE | $2,483 | $1,798+38.1% | $5,433-54.3% | $2,479+0.2% |
| Participant deferral / active EE | $2,248 | $2,757-18.5% | $4,939-54.5% | $3,881-42.1% |
| Admin fee / account holder | $45 | $52-13.6% | $13,880-99.7% | $154-70.9% |