Filed October 27, 2003
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 CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $181,528 |
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 | $75,949 | $57,610+31.8% | $154,803-50.9% | $102,872-26.2% |
| Participation rate | 80.6% | 59.5%+21.2pp | 78.1%+2.5pp | 73.0%+7.6pp |
| Annual return | 17.86% | 30.49%-12.6pp | 58.88%-41.0pp | 19.06%-1.2pp |
| Employer contribution / active EE | $1,469 | $1,883-22.0% | $4,305-65.9% | $3,526-58.4% |
| Participant deferral / active EE | $4,534 | $2,914+55.6% | $5,540-18.2% | $5,535-18.1% |
| Admin fee / account holder | $54 | $368-85.2% | $14,329-99.6% | $292-81.4% |