Filed February 6, 2012 (most recent of 2 filings on file)
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 | $9,690 |
Service code 27 · EIN 45-3764090 | Advisory (Plan) | $5,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $15,526 | $45,382-65.8% | $154,107-89.9% | $75,289-79.4% |
| Participation rate | 60.0% | 65.9%-5.9pp | 83.0%-23.0pp | 72.4%-12.4pp |
| Annual return | 17.23% | -0.47%+17.7pp | 735.12%-717.9pp | -0.04%+17.3pp |
| Employer contribution / active EE | $3,665 | $1,533+139.1% | $5,298-30.8% | $2,405+52.4% |
| Participant deferral / active EE | $537 | $2,384-77.5% | $5,081-89.4% | $3,739-85.6% |
| Admin fee / account holder | $13 | $89-85.4% | $13,411-99.9% | $102-87.3% |