Filed March 6, 2010
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 10 · EIN 35-1140070 | Accounting | $217,860 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN RETIREMENT SERVICES Service code 16 · EIN 35-0472300 | Consulting | $70,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,277 | $168,231-68.9% | $67,834-22.9% | $63,975-18.3% |
| Participation rate | 29.4% | 66.8%-37.4pp | 68.8%-39.4pp | 71.1%-41.7pp |
| Annual return | 10.63% | 11.76%-1.1pp | 138.47%-127.8pp | 48.65%-38.0pp |
| Employer contribution / active EE | $321 | $1,907-83.2% | $2,403-86.6% | $2,182-85.3% |
| Participant deferral / active EE | $1,408 | $2,827-50.2% | $3,160-55.5% | $3,356-58.1% |
| Admin fee / account holder | $235 | $81+192.0% | $4,622-94.9% | $70+233.8% |