Filed April 24, 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 | $32,974 |
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 | $122,384 | $78,485+55.9% | $106,213+15.2% | $74,495+64.3% |
| Participation rate | 99.0% | 72.8%+26.1pp | 75.3%+23.7pp | 67.2%+31.8pp |
| Annual return | 9.55% | 15.95%-6.4pp | 116.14%-106.6pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $13,141 | $2,523+420.9% | $3,171+314.3% | $2,623+401.0% |
| Participant deferral / active EE | $6,896 | $4,322+59.5% | $5,016+37.5% | $4,346+58.7% |
| Admin fee / account holder | $138 | $2,232-93.8% | $11,033-98.7% | $1,942-92.9% |