Filed January 18, 2006
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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $132,888 |
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $99,599 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $135,307 | $56,485+139.5% | $185,823-27.2% | $86,799+55.9% |
| Participation rate | 98.3% | 65.5%+32.8pp | 81.7%+16.6pp | 72.3%+26.0pp |
| Annual return | 13.56% | 118.04%-104.5pp | 122.05%-108.5pp | 97.91%-84.3pp |
| Employer contribution / active EE | $6,981 | $1,843+278.8% | $5,167+35.1% | $2,405+190.2% |
| Participant deferral / active EE | $6,263 | $2,553+145.3% | $5,568+12.5% | $4,131+51.6% |
| Admin fee / account holder | $550 | $150+267.4% | $16,237-96.6% | $170+224.1% |