Filed April 1, 2006
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 | $14,669 |
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 | $101,681 | $62,586+62.5% | $76,768+32.5% | $64,186+58.4% |
| Participation rate | 85.6% | 72.8%+12.7pp | 77.0%+8.6pp | 69.6%+16.0pp |
| Annual return | -4.93% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,862 | $1,832+1.7% | $2,485-25.1% | $2,381-21.8% |
| Participant deferral / active EE | $4,183 | $3,145+33.0% | $3,852+8.6% | $3,470+20.6% |
| Admin fee / account holder | $153 | $4,667-96.7% | $6,675-97.7% | $4,888-96.9% |