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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $279,458 |
Service code 27 · EIN 22-3039644 | Advisory (Plan) | $30,195 |
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 | $94,143 | $53,565+75.8% | $172,739-45.5% | $82,204+14.5% |
| Participation rate | 98.3% | 69.6%+28.6pp | 82.6%+15.6pp | 73.4%+24.9pp |
| Annual return | 19.27% | 31.42%-12.1pp | 802.84%-783.6pp | 26.31%-7.0pp |
| Employer contribution / active EE | $2,207 | $1,857+18.8% | $5,143-57.1% | $2,707-18.5% |
| Participant deferral / active EE | $7,231 | $3,006+140.6% | $5,198+39.1% | $4,246+70.3% |
| Admin fee / account holder | $47 | $61-23.4% | $13,954-99.7% | $76-37.8% |