Filed September 21, 2007
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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $755 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,001 | $52,467-0.9% | $57,179-9.1% | $55,167-5.7% |
| Participation rate | 86.0% | 75.8%+10.1pp | 75.3%+10.6pp | 69.0%+17.0pp |
| Annual return | 6.30% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-162.9pp |
| Employer contribution / active EE | $2,376 | $2,477-4.1% | $2,682-11.4% | $1,963+21.1% |
| Participant deferral / active EE | $2,371 | $2,830-16.2% | $3,096-23.4% | $3,054-22.4% |
| Admin fee / account holder | $3 | $269-99.0% | $3,139-99.9% | $504-99.5% |