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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,544 |
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 | $98,925 | $69,231+42.9% | $91,989+7.5% | $67,579+46.4% |
| Participation rate | 95.6% | 78.9%+16.6pp | 78.6%+16.9pp | 71.3%+24.3pp |
| Annual return | 21.68% | 32.03%-10.3pp | 69.02%-47.3pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,744 | $2,284-23.7% | $3,452-49.5% | $2,148-18.8% |
| Participant deferral / active EE | $7,236 | $5,854+23.6% | $5,923+22.2% | $3,539+104.5% |
| Admin fee / account holder | $2 | $107-98.2% | $7,743-100.0% | $142-98.6% |