Filed October 6, 2010 (most recent of 3 filings on file)
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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,520 | $44,989-52.2% | $170,442-87.4% | $77,958-72.4% |
| Participation rate | 38.3% | 64.6%-26.3pp | 83.6%-45.3pp | 71.6%-33.3pp |
| Annual return | 16.63% | 19.61%-3.0pp | 205.93%-189.3pp | 20.87%-4.2pp |
| Employer contribution / active EE | $299 | $1,466-79.6% | $5,433-94.5% | $2,310-87.1% |
| Participant deferral / active EE | $780 | $2,208-64.7% | $4,939-84.2% | $3,537-78.0% |
| Admin fee / account holder | $2 | $69-97.3% | $13,880-100.0% | $97-98.1% |