Filed October 18, 2004 (most recent of 2 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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $445,367 |
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 | $51,643 | $44,989+14.8% | $170,442-69.7% | $77,958-33.8% |
| Participation rate | 99.9% | 64.6%+35.3pp | 83.6%+16.3pp | 71.6%+28.2pp |
| Annual return | 17.87% | 19.61%-1.7pp | 205.93%-188.1pp | 20.87%-3.0pp |
| Employer contribution / active EE | $2,926 | $1,466+99.6% | $5,433-46.1% | $2,310+26.6% |
| Participant deferral / active EE | $3,709 | $2,208+68.0% | $4,939-24.9% | $3,537+4.9% |
| Admin fee / account holder | $111 | $69+60.4% | $13,880-99.2% | $97+13.6% |