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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $166,468 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $96,562 | $47,456+103.5% | $172,739-44.1% | $77,787+24.1% |
| Participation rate | 97.7% | 66.3%+31.4pp | 82.6%+15.0pp | 73.2%+24.5pp |
| Annual return | 21.14% | 35.57%-14.4pp | 802.84%-781.7pp | 32.57%-11.4pp |
| Employer contribution / active EE | $3,347 | $1,574+112.6% | $5,143-34.9% | $2,504+33.6% |
| Participant deferral / active EE | $6,345 | $2,560+147.9% | $5,198+22.1% | $3,967+59.9% |
| Admin fee / account holder | $91 | $81+12.7% | $13,954-99.3% | $100-8.9% |