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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $145,673 |
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $83,709 |
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 | $110,646 | $46,292+139.0% | $143,757-23.0% | $64,808+70.7% |
| Participation rate | 97.9% | 64.2%+33.7pp | 80.3%+17.6pp | 71.5%+26.5pp |
| Annual return | -13.23% | -10.05%-3.2pp | -0.04%-13.2pp | 32.82%-46.0pp |
| Employer contribution / active EE | $8,002 | $1,910+319.0% | $4,951+61.6% | $2,506+219.3% |
| Participant deferral / active EE | $7,104 | $2,646+168.5% | $5,637+26.0% | $4,310+64.8% |
| Admin fee / account holder | $499 | $154+224.3% | $14,673-96.6% | $188+165.5% |