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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $115,410 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $66,356 | $131,799-49.7% | $200,582-66.9% | $85,563-22.4% |
| Participation rate | 93.8% | 87.9%+5.9pp | 86.9%+6.9pp | 66.0%+27.9pp |
| Annual return | 15.98% | 21.59%-5.6pp | 42.33%-26.4pp | 31.51%-15.5pp |
| Employer contribution / active EE | $3,225 | $4,532-28.8% | $6,419-49.8% | $2,654+21.5% |
| Participant deferral / active EE | $5,063 | $7,702-34.3% | $9,331-45.7% | $4,375+15.7% |
| Admin fee / account holder | $292 | $235+24.4% | $16,305-98.2% | $834-65.0% |