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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $67,080 |
Filed as: RETIREMENT PLAN CONCEPTS & SVCS Service code 64 · EIN 35-2091834 | Recordkeeping Fees | $5,678 |
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 | $18,909 | $47,456-60.2% | $172,739-89.1% | $77,787-75.7% |
| Participation rate | 35.3% | 66.3%-31.0pp | 82.6%-47.4pp | 73.2%-38.0pp |
| Annual return | 20.76% | 35.57%-14.8pp | 802.84%-782.1pp | 32.57%-11.8pp |
| Employer contribution / active EE | $357 | $1,574-77.3% | $5,143-93.1% | $2,504-85.8% |
| Participant deferral / active EE | $887 | $2,560-65.3% | $5,198-82.9% | $3,967-77.6% |
| Admin fee / account holder | $92 | $81+13.4% | $13,954-99.3% | $100-8.4% |