Filed August 28, 2009 (most recent of 4 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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $56,020 |
Service code 16 · EIN 81-0701292 | Consulting | $36,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,030 | $83,057-33.7% | $143,757-61.7% | $89,394-38.4% |
| Participation rate | 65.1% | 74.0%-8.9pp | 80.3%-15.2pp | 71.3%-6.2pp |
| Annual return | -15.36% | -13.97%-1.4pp | -0.04%-15.3pp | -11.89%-3.5pp |
| Employer contribution / active EE | $0 | $2,095-100.0% | $4,951-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $4,210 | $4,281-1.6% | $5,637-25.3% | $5,123-17.8% |
| Admin fee / account holder | $8 | $83-90.3% | $14,673-99.9% | $79-89.9% |