Filed September 30, 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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,272 |
Employer contribution per participant 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 | $34,519 | $82,972-58.4% | $103,374-66.6% | $77,671-55.6% |
| Participation rate | 79.7% | 71.5%+8.1pp | 74.5%+5.1pp | 70.6%+9.1pp |
| Annual return | 14.90% | 19.14%-4.2pp | 24.89%-10.0pp | 31.21%-16.3pp |
| Employer contribution / active EE | $487 | $3,554-86.3% | $3,869-87.4% | $2,726-82.2% |
| Participant deferral / active EE | $2,433 | $4,108-40.8% | $5,058-51.9% | $4,648-47.7% |
| Admin fee / account holder | $33 | $639-94.8% | $8,394-99.6% | $430-92.3% |