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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $74,224 |
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 | $74,539 | $50,127+48.7% | $149,673-50.2% | $80,160-7.0% |
| Participation rate | 99.2% | 64.3%+35.0pp | 78.8%+20.5pp | 72.9%+26.3pp |
| Annual return | 24.52% | 29.82%-5.3pp | 134.42%-109.9pp | 40.38%-15.9pp |
| Employer contribution / active EE | $3,975 | $1,865+113.2% | $4,818-17.5% | $2,978+33.5% |
| Participant deferral / active EE | $5,384 | $3,194+68.6% | $5,680-5.2% | $5,017+7.3% |
| Admin fee / account holder | $12 | $153-92.1% | $13,210-99.9% | $145-91.7% |