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 CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $70,606 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,263 | $98,727+16.7% | $113,168+1.9% | $85,563+34.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 76.6%+23.4pp | 66.0%+34.0pp |
| Annual return | 13.81% | 17.43%-3.6pp | 24.27%-10.5pp | 31.51%-17.7pp |
| Employer contribution / active EE | $3,355 | $2,907+15.4% | $2,975+12.8% | $2,654+26.4% |
| Participant deferral / active EE | $8,494 | $5,424+56.6% | $5,107+66.3% | $4,375+94.1% |
| Admin fee / account holder | $83 | $357-76.6% | $12,068-99.3% | $834-90.0% |