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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $150,780 |
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 | $74,915 | $95,918-21.9% | $151,611-50.6% | $77,904-3.8% |
| Participation rate | 98.1% | 88.7%+9.4pp | 87.5%+10.6pp | 73.7%+24.4pp |
| Annual return | -11.54% | -5.50%-6.0pp | 3.33%-14.9pp | 12.21%-23.8pp |
| Employer contribution / active EE | $3,062 | $4,330-29.3% | $6,166-50.3% | $2,848+7.5% |
| Participant deferral / active EE | $5,662 | $7,508-24.6% | $8,363-32.3% | $4,806+17.8% |
| Admin fee / account holder | $55 | $93-40.8% | $11,616-99.5% | $133-58.4% |