Filed November 9, 2005
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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,519 |
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 | $92,595 | $65,592+41.2% | $90,160+2.7% | $69,631+33.0% |
| Participation rate | 94.4% | 77.6%+16.8pp | 76.9%+17.6pp | 70.7%+23.7pp |
| Annual return | 16.48% | 57.10%-40.6pp | 34.88%-18.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $1,612 | $2,193-26.5% | $3,318-51.4% | $2,032-20.7% |
| Participant deferral / active EE | $6,661 | $5,257+26.7% | $5,288+26.0% | $3,224+106.6% |
| Admin fee / account holder | $1 | $86-98.5% | $5,943-100.0% | $110-98.8% |