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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $535,710 |
Service code 17 · EIN 81-2982623 | Pension Consulting | $1,714 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,069 | $48,835+72.1% | $170,442-50.7% | $177,276-52.6% |
| Participation rate | 94.2% | 72.1%+22.1pp | 83.6%+10.6pp | 74.8%+19.4pp |
| Annual return | 14.82% | 19.44%-4.6pp | 205.93%-191.1pp | 21.25%-6.4pp |
| Employer contribution / active EE | $3,794 | $1,798+111.0% | $5,433-30.2% | $2,479+53.0% |
| Participant deferral / active EE | $6,383 | $2,757+131.5% | $4,939+29.2% | $3,881+64.5% |
| Admin fee / account holder | $90 | $52+73.3% | $13,880-99.4% | $154-41.6% |