Filed May 14, 2014
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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $76,575 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,907 | $56,485-8.1% | $185,823-72.1% | $86,799-40.2% |
| Participation rate | 99.3% | 65.5%+33.8pp | 81.7%+17.6pp | 72.3%+27.0pp |
| Annual return | 12.63% | 118.04%-105.4pp | 122.05%-109.4pp | 97.91%-85.3pp |
| Employer contribution / active EE | $2,954 | $1,843+60.3% | $5,167-42.8% | $2,405+22.8% |
| Participant deferral / active EE | $3,604 | $2,553+41.2% | $5,568-35.3% | $4,131-12.8% |
| Admin fee / account holder | $99 | $150-34.1% | $16,237-99.4% | $170-41.9% |