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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $251,216 |
THE CONCORD ADVISORY GROUP2 years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $52,467 |
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 | $109,696 | $63,259+73.4% | $178,490-38.5% | $93,223+17.7% |
| Participation rate | 99.7% | 72.1%+27.5pp | 81.9%+17.8pp | 74.9%+24.8pp |
| Annual return | 24.80% | 19.93%+4.9pp | 151.07%-126.3pp | 19.29%+5.5pp |
| Employer contribution / active EE | $4,553 | $1,865+144.2% | $5,011-9.1% | $2,680+69.9% |
| Participant deferral / active EE | $7,624 | $3,372+126.1% | $5,202+46.6% | $4,563+67.1% |
| Admin fee / account holder | $42 | $58-27.0% | $13,984-99.7% | $79-46.5% |