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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $57,675 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,812 | $62,928-30.4% | $172,739-74.6% | $67,579-35.2% |
| Participation rate | 72.5% | 64.5%+8.0pp | 82.6%-10.1pp | 71.3%+1.2pp |
| Annual return | 3.55% | 30.36%-26.8pp | 802.84%-799.3pp | 378.56%-375.0pp |
| Employer contribution / active EE | $941 | $1,636-42.5% | $5,143-81.7% | $2,148-56.2% |
| Participant deferral / active EE | $2,502 | $2,145+16.6% | $5,198-51.9% | $3,539-29.3% |
| Admin fee / account holder | $237 | $167+42.4% | $13,954-98.3% | $142+66.8% |