Filed October 6, 1992
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 | $319 |
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 | $173,345 | $53,127+226.3% | $86,590+100.2% | $70,131+147.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.48% | 27.66%-13.2pp | 964.84%-950.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $10,612 | $2,068+413.1% | $2,839+273.7% | $2,342+353.0% |
| Participant deferral / active EE | $9,162 | $2,696+239.9% | $3,609+153.9% | $3,332+175.0% |
| Admin fee / account holder | $2 | $3,585-99.9% | $4,906-100.0% | $4,645-100.0% |