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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $175,871 |
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 | $114,212 | $56,095+103.6% | $178,490-36.0% | $90,288+26.5% |
| Participation rate | 97.1% | 65.6%+31.6pp | 81.9%+15.2pp | 73.4%+23.8pp |
| Annual return | 15.36% | 28.81%-13.5pp | 151.07%-135.7pp | 53.97%-38.6pp |
| Employer contribution / active EE | $3,199 | $1,572+103.4% | $5,011-36.2% | $2,524+26.7% |
| Participant deferral / active EE | $6,095 | $2,669+128.4% | $5,202+17.2% | $4,232+44.0% |
| Admin fee / account holder | $98 | $101-2.4% | $13,984-99.3% | $114-13.9% |