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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $387,429 |
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 | $49,695 | $45,382+9.5% | $154,107-67.8% | $75,289-34.0% |
| Participation rate | 99.3% | 65.9%+33.4pp | 83.0%+16.3pp | 72.4%+26.9pp |
| Annual return | -4.20% | -0.47%-3.7pp | 735.12%-739.3pp | -0.04%-4.2pp |
| Employer contribution / active EE | $3,005 | $1,533+96.0% | $5,298-43.3% | $2,405+24.9% |
| Participant deferral / active EE | $3,934 | $2,384+65.0% | $5,081-22.6% | $3,739+5.2% |
| Admin fee / account holder | $90 | $89+1.1% | $13,411-99.3% | $102-11.7% |