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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $529 |
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 | $207,454 | $54,762+278.8% | $90,281+129.8% | $72,985+184.2% |
| Participation rate | 70.1% | 65.1%+5.0pp | 73.3%-3.1pp | 69.5%+0.6pp |
| Annual return | 20.46% | 30.63%-10.2pp | 78.10%-57.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $8,815 | $2,092+321.2% | $2,854+208.8% | $2,440+261.3% |
| Participant deferral / active EE | $7,470 | $2,887+158.8% | $3,885+92.3% | $3,607+107.1% |
| Admin fee / account holder | $4 | $3,972-99.9% | $5,351-99.9% | $5,124-99.9% |