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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $166,216 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,757 | $112,686-23.9% | $169,993-49.6% | $80,160+7.0% |
| Participation rate | 97.0% | 87.4%+9.6pp | 87.0%+10.0pp | 72.9%+24.1pp |
| Annual return | 17.79% | 67.04%-49.2pp | 53.37%-35.6pp | 40.38%-22.6pp |
| Employer contribution / active EE | $3,213 | $4,481-28.3% | $6,785-52.6% | $2,978+7.9% |
| Participant deferral / active EE | $5,991 | $7,876-23.9% | $10,408-42.4% | $5,017+19.4% |
| Admin fee / account holder | $63 | $99-36.6% | $12,815-99.5% | $145-56.7% |