Filed January 23, 2006
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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $43,973 |
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 | $98,606 | $44,989+119.2% | $170,442-42.1% | $77,958+26.5% |
| Participation rate | 77.4% | 64.6%+12.8pp | 83.6%-6.2pp | 71.6%+5.8pp |
| Annual return | 13.38% | 19.61%-6.2pp | 205.93%-192.5pp | 20.87%-7.5pp |
| Employer contribution / active EE | $3,022 | $1,466+106.1% | $5,433-44.4% | $2,310+30.8% |
| Participant deferral / active EE | $4,697 | $2,208+112.8% | $4,939-4.9% | $3,537+32.8% |
| Admin fee / account holder | $15 | $69-78.0% | $13,880-99.9% | $97-84.4% |