Filed July 12, 2011
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 35-0472300 | Contract Administrator | $26,016 |
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 | $35,859 | $37,039-3.2% | $147,614-75.7% | $59,188-39.4% |
| Participation rate | 93.2% | 63.8%+29.5pp | 84.6%+8.6pp | 69.4%+23.8pp |
| Annual return | 1.36% | 7.19%-5.8pp | 61.98%-60.6pp | 5.51%-4.2pp |
| Employer contribution / active EE | $1,498 | $1,353+10.7% | $5,564-73.1% | $2,098-28.6% |
| Participant deferral / active EE | $2,371 | $2,094+13.2% | $4,895-51.6% | $3,265-27.4% |
| Admin fee / account holder | $5 | $60-91.8% | $11,611-100.0% | $92-94.6% |