Filed December 26, 2002
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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,769 | $36,916+5.0% | $156,549-75.2% | $57,658-32.8% |
| Participation rate | 63.3% | 63.4%-0.1pp | 84.0%-20.7pp | 70.2%-6.9pp |
| Annual return | 12.43% | 12.38%0pp | 32.23%-19.8pp | 5.13%+7.3pp |
| Employer contribution / active EE | $868 | $1,571-44.7% | $5,501-84.2% | $1,974-56.0% |
| Participant deferral / active EE | $1,962 | $1,926+1.9% | $4,871-59.7% | $3,061-35.9% |
| Admin fee / account holder | $242 | $82+193.7% | $13,027-98.1% | $95+156.3% |