Filed December 28, 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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $128,465 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,327 | $65,118-5.8% | $76,768-20.1% | $55,725+10.1% |
| Participation rate | 98.1% | 79.6%+18.5pp | 77.0%+21.1pp | 70.9%+27.2pp |
| Annual return | -4.67% | -1.27%-3.4pp | 2.43%-7.1pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,958 | $1,941+52.4% | $2,485+19.0% | $2,078+42.3% |
| Participant deferral / active EE | $6,632 | $3,688+79.8% | $3,852+72.2% | $3,356+97.6% |
| Admin fee / account holder | $111 | $116-4.2% | $6,675-98.3% | $115-3.6% |