Filed February 1, 2005
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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $34,151 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,526 | $137,414-46.5% | $189,513-61.2% | $85,850-14.4% |
| Participation rate | 78.7% | 84.6%-5.9pp | 87.8%-9.1pp | 69.3%+9.4pp |
| Annual return | 7.53% | 38.14%-30.6pp | 555.15%-547.6pp | 318.53%-311.0pp |
| Employer contribution / active EE | $453 | $4,344-89.6% | $6,162-92.7% | $2,565-82.4% |
| Participant deferral / active EE | $3,742 | $6,260-40.2% | $8,221-54.5% | $3,952-5.3% |
| Admin fee / account holder | $427 | $8,630-95.1% | $12,045-96.5% | $6,260-93.2% |