Filed June 17, 2002
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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $324,329 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,935 | $44,007-34.3% | $154,107-81.2% | $68,904-58.0% |
| Participation rate | 93.0% | 70.0%+22.9pp | 83.0%+9.9pp | 74.1%+18.9pp |
| Annual return | 25.60% | 8.15%+17.4pp | 735.12%-709.5pp | 1.07%+24.5pp |
| Employer contribution / active EE | $0 | $1,732-100.0% | $5,298-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $3,279 | $2,813+16.6% | $5,081-35.5% | $4,015-18.3% |
| Admin fee / account holder | $42 | $65-35.6% | $13,411-99.7% | $71-41.5% |