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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $65,844 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,497 | $45,000+43.3% | $143,757-55.1% | $77,904-17.2% |
| Participation rate | 99.2% | 66.8%+32.4pp | 80.3%+18.9pp | 73.7%+25.5pp |
| Annual return | -16.72% | 29.03%-45.7pp | -0.04%-16.7pp | 12.21%-28.9pp |
| Employer contribution / active EE | $3,990 | $1,870+113.4% | $4,951-19.4% | $2,848+40.1% |
| Participant deferral / active EE | $5,536 | $3,157+75.4% | $5,637-1.8% | $4,806+15.2% |
| Admin fee / account holder | $12 | $98-87.5% | $14,673-99.9% | $133-90.7% |