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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $575,585 |
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 | $83,078 | $45,382+83.1% | $154,107-46.1% | $75,289+10.3% |
| Participation rate | 99.2% | 65.9%+33.3pp | 83.0%+16.1pp | 72.4%+26.8pp |
| Annual return | -3.50% | -0.47%-3.0pp | 735.12%-738.6pp | -0.04%-3.5pp |
| Employer contribution / active EE | $4,172 | $1,533+172.2% | $5,298-21.2% | $2,405+73.5% |
| Participant deferral / active EE | $7,110 | $2,384+198.3% | $5,081+40.0% | $3,739+90.2% |
| Admin fee / account holder | $94 | $89+4.8% | $13,411-99.3% | $102-8.5% |