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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,630 |
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 | $150,957 | $84,556+78.5% | $116,228+29.9% | $74,304+103.2% |
| Participation rate | 98.9% | 66.0%+32.9pp | 74.6%+24.4pp | 60.3%+38.6pp |
| Annual return | 13.27% | 18.35%-5.1pp | 90.06%-76.8pp | 29.43%-16.2pp |
| Employer contribution / active EE | $10,640 | $2,168+390.9% | $2,994+255.3% | $2,241+374.8% |
| Participant deferral / active EE | $7,431 | $3,814+94.8% | $4,953+50.0% | $3,767+97.2% |
| Admin fee / account holder | $158 | $3,792-95.8% | $11,989-98.7% | $2,969-94.7% |