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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $478,255 |
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 | $59,619 | $47,456+25.6% | $172,739-65.5% | $77,787-23.4% |
| Participation rate | 99.5% | 66.3%+33.2pp | 82.6%+16.8pp | 73.2%+26.3pp |
| Annual return | 22.02% | 35.57%-13.6pp | 802.84%-780.8pp | 32.57%-10.6pp |
| Employer contribution / active EE | $3,201 | $1,574+103.3% | $5,143-37.8% | $2,504+27.8% |
| Participant deferral / active EE | $4,137 | $2,560+61.6% | $5,198-20.4% | $3,967+4.3% |
| Admin fee / account holder | $103 | $81+27.4% | $13,954-99.3% | $100+2.9% |