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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $169,729 |
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 | $82,083 | $45,382+80.9% | $154,107-46.7% | $75,289+9.0% |
| Participation rate | 96.9% | 65.9%+31.0pp | 83.0%+13.8pp | 72.4%+24.4pp |
| Annual return | -5.25% | -0.47%-4.8pp | 735.12%-740.4pp | -0.04%-5.2pp |
| Employer contribution / active EE | $3,195 | $1,533+108.4% | $5,298-39.7% | $2,405+32.8% |
| Participant deferral / active EE | $5,964 | $2,384+150.1% | $5,081+17.4% | $3,739+59.5% |
| Admin fee / account holder | $96 | $89+7.4% | $13,411-99.3% | $102-6.3% |