Filed May 11, 1
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 | $344,249 |
THE CONCORD ADVISORY GROUP6 years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $60,619 |
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 | $133,067 | $67,679+96.6% | $155,509-14.4% | $99,062+34.3% |
| Participation rate | 98.8% | 67.2%+31.7pp | 78.2%+20.7pp | 71.6%+27.2pp |
| Annual return | 13.54% | 16.16%-2.6pp | 64.67%-51.1pp | 17.66%-4.1pp |
| Employer contribution / active EE | $3,679 | $2,268+62.2% | $4,672-21.3% | $3,262+12.8% |
| Participant deferral / active EE | $8,407 | $3,828+119.6% | $5,626+49.4% | $5,331+57.7% |
| Admin fee / account holder | $51 | $94-45.7% | $15,912-99.7% | $109-53.3% |