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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $115,396 |
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 | $91,058 | $79,519+14.5% | $95,952-5.1% | $73,409+24.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 24.31% | 19.20%+5.1pp | 91.61%-67.3pp | 59.29%-35.0pp |
| Employer contribution / active EE | $3,140 | $2,048+53.3% | $2,541+23.6% | $2,234+40.6% |
| Participant deferral / active EE | $7,945 | $4,138+92.0% | $4,167+90.7% | $3,805+108.8% |
| Admin fee / account holder | $106 | $184-42.7% | $6,795-98.4% | $158-33.1% |