Filed September 12, 2012 (most recent of 6 filings on file)
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 | $156,558 |
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 | $88,038 | $44,989+95.7% | $170,442-48.3% | $77,958+12.9% |
| Participation rate | 97.7% | 64.6%+33.1pp | 83.6%+14.1pp | 71.6%+26.0pp |
| Annual return | 18.61% | 19.61%-1.0pp | 205.93%-187.3pp | 20.87%-2.3pp |
| Employer contribution / active EE | $3,249 | $1,466+121.6% | $5,433-40.2% | $2,310+40.6% |
| Participant deferral / active EE | $5,837 | $2,208+164.4% | $4,939+18.2% | $3,537+65.0% |
| Admin fee / account holder | $93 | $69+34.7% | $13,880-99.3% | $97-4.6% |