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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $156,138 |
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $90,313 |
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 | $122,583 | $47,126+160.1% | $149,673-18.1% | $74,419+64.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 15.76% | 22.75%-7.0pp | 134.42%-118.7pp | 34.38%-18.6pp |
| Employer contribution / active EE | $7,402 | $1,905+288.5% | $4,818+53.7% | $2,637+180.7% |
| Participant deferral / active EE | $6,314 | $2,728+131.5% | $5,680+11.2% | $4,528+39.4% |
| Admin fee / account holder | $483 | $343+41.0% | $13,210-96.3% | $348+38.9% |