Filed December 29, 2011 (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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $106,415 |
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 | $96,731 | $118,337-18.3% | $189,513-49.0% | $93,030+4.0% |
| Participation rate | 97.5% | 89.1%+8.4pp | 87.8%+9.7pp | 73.9%+23.6pp |
| Annual return | 15.58% | 21.77%-6.2pp | 555.15%-539.6pp | 158.70%-143.1pp |
| Employer contribution / active EE | $2,807 | $4,204-33.2% | $6,162-54.4% | $2,706+3.7% |
| Participant deferral / active EE | $5,017 | $7,123-29.6% | $8,221-39.0% | $4,562+10.0% |
| Admin fee / account holder | $45 | $100-55.3% | $12,045-99.6% | $152-70.6% |