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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $96,303 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,757 | $89,808+37.8% | $100,391+23.3% | $77,643+59.4% |
| Participation rate | 98.2% | 81.2%+17.0pp | 81.5%+16.8pp | 70.6%+27.7pp |
| Annual return | 13.46% | 20.62%-7.2pp | 49.20%-35.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,110 | $3,039-30.6% | $3,942-46.5% | $2,726-22.6% |
| Participant deferral / active EE | $8,962 | $8,284+8.2% | $8,082+10.9% | $4,647+92.8% |
| Admin fee / account holder | $68 | $174-60.7% | $7,899-99.1% | $430-84.1% |