Filed July 2, 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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $92,901 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,863 | $127,218-52.2% | $392,568-84.5% | $77,787-21.8% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.1%+17.0pp | 73.2%+21.8pp |
| Annual return | 18.53% | 25.27%-6.7pp | 24.42%-5.9pp | 32.57%-14.0pp |
| Employer contribution / active EE | $2,341 | $3,064-23.6% | $3,783-38.1% | $2,504-6.5% |
| Participant deferral / active EE | $3,506 | $4,820-27.2% | $5,985-41.4% | $3,967-11.6% |
| Admin fee / account holder | $49 | $89-45.0% | $6,260-99.2% | $100-51.1% |