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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $475,815 |
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 | $71,578 | $56,095+27.6% | $178,490-59.9% | $90,288-20.7% |
| Participation rate | 99.4% | 65.6%+33.8pp | 81.9%+17.5pp | 73.4%+26.0pp |
| Annual return | 18.83% | 28.81%-10.0pp | 151.07%-132.2pp | 53.97%-35.1pp |
| Employer contribution / active EE | $3,382 | $1,572+115.1% | $5,011-32.5% | $2,524+34.0% |
| Participant deferral / active EE | $4,477 | $2,669+67.8% | $5,202-13.9% | $4,232+5.8% |
| Admin fee / account holder | $99 | $101-1.6% | $13,984-99.3% | $114-13.2% |